DBO vs CRAK overlap
17 institutions report holding both DBO and CRAK.
DBOCRAK
Pick 2 to 4 ETFs.
We don’t have holdings for DBO. 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.
17
institutions report holding both, of 96 holding any
DBO48.2% of its 13F dollars, 32.7% of its 52 holders
CRAK31.4% of its 13F dollars, 27.9% of its 61 holders
Largest institutions holding both
| Firm | DBO | CRAK |
|---|---|---|
| Wells Fargo & Company | $28.7M | $16 |
| LPL Financial LLC | $1.9M | $4.0M |
| Rockefeller Capital Management L.P. | $173K | $4.1M |
| Cetera Investment Advisers | $862K | $3.4M |
| Cambridge Investment Research Advisors, Inc. | $1.4M | $2.0M |
| Belvedere Trading LLC | $3K | $3.1M |
| Osaic Holdings, Inc. | $980K | $2.0M |
| Citadel Advisors LLC | $556K | $2.2M |
| Susquehanna International Group, LLP | $498K | $1.7M |
| Morgan Stanley | $559K | $47 |
| Royal Bank of Canada | $547K | $12K |
| Cornerstone Wealth Management, LLC | $177K | $372K |
| UBS Group AG | $386K | $79K |
| TD Waterhouse Canada Inc. | $61K | $142K |
| NewEdge Advisors, LLC | $21K | $50K |
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: DBO institutional holders, CRAK institutional holders.
Frequently asked questions
Do institutions hold both DBO and CRAK?
17 Form 13F filers report positions in both, out of 96 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%.