DLAG vs CPRA overlap
3 institutions report holding both DLAG and CPRA.
DLAGCPRA
Pick 2 to 4 ETFs.
We don’t have holdings for DLAG, CPRA. 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.
3
institutions report holding both, of 24 holding any
DLAG9.6% of its 13F dollars, 16.7% of its 18 holders
CPRA42.2% of its 13F dollars, 33.3% of its 9 holders
Largest institutions holding both
| Firm | DLAG | CPRA |
|---|---|---|
| Harbour Investments, Inc. | $10K | $2.5M |
| Susquehanna International Group, LLP | $709K | $661K |
| UBS Group AG | $3K | $38K |
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: DLAG institutional holders, CPRA institutional holders.
Frequently asked questions
Do institutions hold both DLAG and CPRA?
3 Form 13F filers report positions in both, out of 24 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%.