DINT vs BIDD overlap
20 institutions report holding both DINT and BIDD.
DINTBIDD
Pick 2 to 4 ETFs.
We don’t have holdings for BIDD. 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.
20
institutions report holding both, of 112 holding any
DINT40.5% of its 13F dollars, 46.5% of its 43 holders
BIDD50.4% of its 13F dollars, 22.5% of its 89 holders
Largest institutions holding both
| Firm | DINT | BIDD |
|---|---|---|
| Morgan Stanley | $8.5M | $28.0M |
| Bank of America Corp. | $3.0M | $28.6M |
| Raymond James Financial Inc. | $18.9M | $10.7M |
| LPL Financial LLC | $8.7M | $15.2M |
| Stifel Financial Corp. | $13.6M | $632K |
| Northwestern Mutual Wealth Management Co | $12.0M | $20K |
| Commonwealth Equity Services, LLC | $2.7M | $9.1M |
| Geneos Wealth Management Inc. | $11.0M | $81K |
| UBS Group AG | $3.2M | $5.6M |
| Osaic Holdings, Inc. | $237K | $8.2M |
| Susquehanna International Group, LLP | $1.4M | $3.4M |
| Royal Bank of Canada | $3.0M | $495K |
| Cambridge Investment Research Advisors, Inc. | $1.4M | $646K |
| Rockefeller Capital Management L.P. | $287K | $1.1M |
| J.W. Cole Advisors, Inc. | $303K | $570K |
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: DINT institutional holders, BIDD institutional holders.
Frequently asked questions
Do institutions hold both DINT and BIDD?
20 Form 13F filers report positions in both, out of 112 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%.