DCRE vs AMJB overlap
12 institutions report holding both DCRE and AMJB.
DCREAMJB
Pick 2 to 4 ETFs.
We don’t have holdings for AMJB. 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.
12
institutions report holding both, of 147 holding any
DCRE11.4% of its 13F dollars, 13.8% of its 87 holders
AMJB23.6% of its 13F dollars, 16.7% of its 72 holders
Largest institutions holding both
| Firm | DCRE | AMJB |
|---|---|---|
| JPMorgan Chase & Co | $2K | $65.7M |
| LPL Financial LLC | $7.6M | $18.3M |
| Cresset Asset Management, LLC | $14.9M | $303K |
| Goldman Sachs Group Inc. | $2.6M | $10.8M |
| HighTower Advisors, LLC | $11.1M | $1.4M |
| Steward Partners Investment Advisory, LLC | $6.6M | $630K |
| UBS Group AG | $1.0M | $2.1M |
| Osaic Holdings, Inc. | $2.8M | $153K |
| Morgan Stanley | $233K | $2.2M |
| Northwestern Mutual Wealth Management Co | $7K | $313K |
| Royal Bank of Canada | $23K | $22K |
| US Bancorp | $6K | $33K |
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: DCRE institutional holders, AMJB institutional holders.
Frequently asked questions
Do institutions hold both DCRE and AMJB?
12 Form 13F filers report positions in both, out of 147 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%.