DBMF vs ACIO overlap
55 institutions report holding both DBMF and ACIO.
DBMFACIO
Pick 2 to 4 ETFs.
We don’t have holdings for DBMF. 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.
55
institutions report holding both, of 415 holding any
DBMF58.0% of its 13F dollars, 16.8% of its 328 holders
ACIO58.3% of its 13F dollars, 38.7% of its 142 holders
Largest institutions holding both
| Firm | DBMF | ACIO |
|---|---|---|
| Aptus Capital Advisors, LLC | $19K | $857.8M |
| LPL Financial LLC | $650.9M | $21.5M |
| Integrated Wealth Concepts LLC | $5.3M | $521.2M |
| JPMorgan Chase & Co | $369.3M | $236K |
| Morgan Stanley | $302.3M | $63 |
| Raymond James Financial Inc. | $79.0M | $70.2M |
| Corient Private Wealth LP | $306K | $113.9M |
| Envestnet Asset Management Inc. | $23.1M | $79.2M |
| Wells Fargo & Company | $9.1M | $31.3M |
| Royal Bank of Canada | $32.2M | $242K |
| Farther Finance Advisors, LLC | $29.2M | $1.5M |
| Cetera Investment Advisers | $21.1M | $248K |
| Commonwealth Equity Services, LLC | $20.8M | $209K |
| MAI Capital Management | $1.6M | $13.6M |
| Cambridge Investment Research Advisors, Inc. | $12.9M | $428K |
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: DBMF institutional holders, ACIO institutional holders.
Frequently asked questions
Do institutions hold both DBMF and ACIO?
55 Form 13F filers report positions in both, out of 415 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%.