DJP vs BAR overlap
32 institutions report holding both DJP and BAR.
DJPBAR
Pick 2 to 4 ETFs.
We don’t have holdings for DJP, BAR. 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.
32
institutions report holding both, of 279 holding any
DJP12.7% of its 13F dollars, 23.0% of its 139 holders
BAR26.0% of its 13F dollars, 18.6% of its 172 holders
Largest institutions holding both
| Firm | DJP | BAR |
|---|---|---|
| LPL Financial LLC | $1.5M | $27.4M |
| Envestnet Asset Management Inc. | $865K | $25.0M |
| Royal Bank of Canada | $617K | $22.9M |
| Cambridge Investment Research Advisors, Inc. | $15.9M | $4.2M |
| Cetera Investment Advisers | $628K | $12.2M |
| Wealth Enhancement Advisory Services, LLC | $11.7M | $359K |
| JPMorgan Chase & Co | $9.3M | $1.7M |
| Osaic Holdings, Inc. | $90K | $10.7M |
| Commonwealth Equity Services, LLC | $6.3M | $4.1M |
| Stifel Financial Corp. | $1.3M | $7.4M |
| CoreCap Advisors, LLC | $8.5M | $51K |
| Captrust Financial Advisors | $857K | $5.3M |
| Morgan Stanley | $3.1M | $2.7M |
| Steward Partners Investment Advisory, LLC | $17K | $4.5M |
| Lido Advisors, LLC | $1.4M | $3.1M |
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: DJP institutional holders, BAR institutional holders.
Frequently asked questions
Do institutions hold both DJP and BAR?
32 Form 13F filers report positions in both, out of 279 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%.