DJP vs BITB overlap
41 institutions report holding both DJP and BITB.
DJPBITB
Pick 2 to 4 ETFs.
We don’t have holdings for DJP, BITB. 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.
41
institutions report holding both, of 369 holding any
DJP25.5% of its 13F dollars, 29.5% of its 139 holders
BITB27.2% of its 13F dollars, 15.1% of its 271 holders
Largest institutions holding both
| Firm | DJP | BITB |
|---|---|---|
| Cassaday & Co Wealth Management LLC | $60.2M | $15K |
| Wells Fargo & Company | $4K | $44.0M |
| PNC Financial Services Group, Inc. | $105K | $28.9M |
| Cambridge Investment Research Advisors, Inc. | $15.9M | $10.7M |
| Vise Technologies, Inc. | $210K | $15.8M |
| Wealth Enhancement Advisory Services, LLC | $11.7M | $3.1M |
| Unique Wealth, LLC | $8.9M | $5.3M |
| Jane Street Group, LLC | $298K | $13.4M |
| JPMorgan Chase & Co | $9.3M | $2.2M |
| HRT Financial LP | $260K | $11.1M |
| SAX Wealth Advisors, LLC | $10.3M | $318K |
| Morgan Stanley | $3.1M | $7.5M |
| Waverly Advisors, LLC | $5.1M | $887K |
| Sanctuary Advisors, LLC | $380K | $5.5M |
| Susquehanna International Group, LLP | $1.6M | $4.0M |
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, BITB institutional holders.
Frequently asked questions
Do institutions hold both DJP and BITB?
41 Form 13F filers report positions in both, out of 369 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%.