DJD vs DBP overlap
23 institutions report holding both DJD and DBP.
DJDDBP
Pick 2 to 4 ETFs.
We don’t have holdings for DBP. 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.
23
institutions report holding both, of 134 holding any
DJD54.7% of its 13F dollars, 23.7% of its 97 holders
DBP42.6% of its 13F dollars, 38.3% of its 60 holders
Largest institutions holding both
| Firm | DJD | DBP |
|---|---|---|
| LPL Financial LLC | $32.6M | $3.7M |
| CIBC World Market Inc. | $29.8M | $358K |
| Wells Fargo & Company | $6K | $26.0M |
| Osaic Holdings, Inc. | $2.7M | $13.3M |
| Envestnet Asset Management Inc. | $3.4M | $11.6M |
| Cetera Investment Advisers | $2.7M | $2.7M |
| Integrated Wealth Concepts LLC | $4.6M | $12K |
| Cambridge Investment Research Advisors, Inc. | $736K | $2.0M |
| Royal Bank of Canada | $1.5M | $958K |
| Commonwealth Equity Services, LLC | $2.0M | $341K |
| Stifel Financial Corp. | $842K | $1.1M |
| Principal Securities, Inc. | $998K | $798K |
| Prospera Financial Services Inc | $253K | $920K |
| MML Investors Services, LLC | $784K | $232K |
| Jones Financial Companies LLLP | $946K | $7K |
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: DJD institutional holders, DBP institutional holders.
Frequently asked questions
Do institutions hold both DJD and DBP?
23 Form 13F filers report positions in both, out of 134 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%.