DBC vs BTC overlap
102 institutions report holding both DBC and BTC.
DBCBTC
Pick 2 to 4 ETFs.
We don’t have holdings for DBC, BTC. 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.
102
institutions report holding both, of 580 holding any
DBC56.4% of its 13F dollars, 46.4% of its 220 holders
BTC23.4% of its 13F dollars, 22.1% of its 462 holders
Largest institutions holding both
| Firm | DBC | BTC |
|---|---|---|
| Wells Fargo & Company | $81.6M | $66.6M |
| Bank of America Corp. | $94.9M | $2.2M |
| Morgan Stanley | $43.9M | $22.3M |
| LPL Financial LLC | $37.9M | $9.4M |
| Envestnet Asset Management Inc. | $10.6M | $7.1M |
| Virtu Financial LLC | $11.8M | $4.3M |
| Steward Partners Investment Advisory, LLC | $2.4M | $13.4M |
| JPMorgan Chase & Co | $10.7M | $3.9M |
| Cerity Partners LLC | $11.4M | $1.3M |
| Cambridge Investment Research Advisors, Inc. | $3.5M | $7.4M |
| NewEdge Wealth, LLC | $1.0M | $9.9M |
| HighTower Advisors, LLC | $1.1M | $9.3M |
| Citadel Advisors LLC | $8.4M | $1.7M |
| MML Investors Services, LLC | $1.1M | $7.4M |
| Susquehanna International Group, LLP | $6.1M | $2.3M |
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, BTC institutional holders.
Frequently asked questions
Do institutions hold both DBC and BTC?
102 Form 13F filers report positions in both, out of 580 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%.