DBE vs CSIO overlap
3 institutions report holding both DBE and CSIO.
DBECSIO
Pick 2 to 4 ETFs.
We don’t have holdings for DBE. 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.
3
institutions report holding both, of 49 holding any
DBE5.2% of its 13F dollars, 8.3% of its 36 holders
CSIO5.0% of its 13F dollars, 18.8% of its 16 holders
Largest institutions holding both
| Firm | DBE | CSIO |
|---|---|---|
| LPL Financial LLC | $1.2M | $1.2M |
| Citadel Advisors LLC | $595K | $638K |
| Morgan Stanley | $88K | $3K |
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: DBE institutional holders, CSIO institutional holders.
Frequently asked questions
Do institutions hold both DBE and CSIO?
3 Form 13F filers report positions in both, out of 49 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%.