DLNV vs APRJ overlap
4 institutions report holding both DLNV and APRJ.
DLNVAPRJ
Pick 2 to 4 ETFs.
We don’t have holdings for DLNV, APRJ. 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.
4
institutions report holding both, of 32 holding any
DLNV20.2% of its 13F dollars, 36.4% of its 11 holders
APRJ18.0% of its 13F dollars, 16.0% of its 25 holders
Largest institutions holding both
| Firm | DLNV | APRJ |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.2M | $1.8M |
| Susquehanna International Group, LLP | $1.2M | $1.2M |
| UBS Group AG | $18K | $5K |
| DHJJ Financial Advisors, Ltd. | $9K | $5K |
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: DLNV institutional holders, APRJ institutional holders.
Frequently asked questions
Do institutions hold both DLNV and APRJ?
4 Form 13F filers report positions in both, out of 32 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%.