DCRE vs CHAT overlap
DCRE and CHAT overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: DCRE, SEC Form N-PORT, June 30, 2026; CHAT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | DCRE | CHAT |
|---|---|---|
| LPL Financial LLC | $7.6M | $65.9M |
| Foundations Investment Advisors, LLC | $48.4M | $234K |
| Gradient Investments LLC | $20.3M | $27.6M |
| Sanctuary Advisors, LLC | $36.1M | $286K |
| Envestnet Asset Management Inc. | $17.2M | $3.0M |
| HighTower Advisors, LLC | $11.1M | $1.5M |
| Osaic Holdings, Inc. | $2.8M | $6.0M |
| Steward Partners Investment Advisory, LLC | $6.6M | $188 |
| Ashton Thomas Private Wealth, LLC | $4.6M | $638K |
| UBS Group AG | $1.0M | $3.4M |
| Mattson Financial Services, LLC | $356K | $3.4M |
| Goldman Sachs Group Inc. | $2.6M | $336K |
| Wealthcare Advisory Partners LLC | $2.2M | $627K |
| Private Advisor Group, LLC | $473K | $2.2M |
| Ritholtz Wealth Management | $1.5M | $520K |
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, CHAT institutional holders.
Frequently asked questions
How much do DCRE and CHAT overlap?
0.0% by weight, with 0 holdings in common, using holdings for DCRE as of June 30, 2026 and CHAT as of July 31, 2026.
Do institutions hold both DCRE and CHAT?
32 Form 13F filers report positions in both, out of 270 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%.