DBC vs BITB overlap
67 institutions report holding both DBC and BITB.
DBCBITB
Pick 2 to 4 ETFs.
We don’t have holdings for DBC, BITB. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
67
institutions report holding both, of 424 holding any
DBC53.5% of its 13F dollars, 30.4% of its 220 holders
BITB27.9% of its 13F dollars, 24.7% of its 271 holders
Largest institutions holding both
| Firm | DBC | BITB |
|---|---|---|
| Wells Fargo & Company | $81.6M | $44.0M |
| Bank of America Corp. | $94.9M | $10.1M |
| Morgan Stanley | $43.9M | $7.5M |
| LPL Financial LLC | $37.9M | $528K |
| PNC Financial Services Group, Inc. | $253K | $28.9M |
| Jane Street Group, LLC | $4.9M | $13.4M |
| Virtu Financial LLC | $11.8M | $5.9M |
| Envestnet Asset Management Inc. | $10.6M | $3.9M |
| Cambridge Investment Research Advisors, Inc. | $3.5M | $10.7M |
| JPMorgan Chase & Co | $10.7M | $2.2M |
| Cerity Partners LLC | $11.4M | $244K |
| Citadel Advisors LLC | $8.4M | $3.1M |
| Susquehanna International Group, LLP | $6.1M | $4.0M |
| Creative Planning | $4.8M | $1.9M |
| MML Investors Services, LLC | $1.1M | $3.9M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: DBC institutional holders, BITB institutional holders.
Frequently asked questions
Do institutions hold both DBC and BITB?
67 Form 13F filers report positions in both, out of 424 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.