DRAM vs ACIO overlap
54 institutions report holding both DRAM and ACIO.
DRAMACIO
Pick 2 to 4 ETFs.
We don’t have holdings for DRAM. 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.
54
institutions report holding both, of 454 holding any
DRAM21.4% of its 13F dollars, 14.8% of its 366 holders
ACIO33.9% of its 13F dollars, 38.0% of its 142 holders
Largest institutions holding both
| Firm | DRAM | ACIO |
|---|---|---|
| Jane Street Group, LLC | $531.3M | $738K |
| Integrated Wealth Concepts LLC | $437K | $521.2M |
| JPMorgan Chase & Co | $393.8M | $236K |
| Morgan Stanley | $203.5M | $63 |
| Corient Private Wealth LP | $1.4M | $113.9M |
| Envestnet Asset Management Inc. | $1.4M | $79.2M |
| Raymond James Financial Inc. | $375K | $70.2M |
| Signal Advisors Wealth, LLC | $204K | $67.0M |
| Advisory Services Network, LLC | $236K | $51.1M |
| LPL Financial LLC | $14.9M | $21.5M |
| Wells Fargo & Company | $74K | $31.3M |
| UBS Group AG | $24.8M | $5.7M |
| Royal Bank of Canada | $21.4M | $242K |
| Silver Oak Securities, Incorporated | $1.2M | $14.2M |
| Osaic Holdings, Inc. | $10.0M | $3.8M |
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: DRAM institutional holders, ACIO institutional holders.
Frequently asked questions
Do institutions hold both DRAM and ACIO?
54 Form 13F filers report positions in both, out of 454 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%.