DRLL vs DBE overlap
16 institutions report holding both DRLL and DBE.
DRLLDBE
Pick 2 to 4 ETFs.
We don’t have holdings for DBE. 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.
16
institutions report holding both, of 118 holding any
DRLL49.8% of its 13F dollars, 16.3% of its 98 holders
DBE36.3% of its 13F dollars, 44.4% of its 36 holders
Largest institutions holding both
| Firm | DRLL | DBE |
|---|---|---|
| Bank of America Corp. | $780K | $5.9M |
| LPL Financial LLC | $2.8M | $1.2M |
| Stifel Financial Corp. | $3.2M | $571K |
| Cambridge Investment Research Advisors, Inc. | $2.7M | $490K |
| Cetera Investment Advisers | $1.4M | $1.6M |
| Raymond James Financial Inc. | $2.0M | $948K |
| Envestnet Asset Management Inc. | $311K | $1.3M |
| Jones Financial Companies LLLP | $1.1M | $5K |
| UBS Group AG | $858K | $132K |
| Royal Bank of Canada | $904K | $71K |
| Osaic Holdings, Inc. | $865K | $70K |
| Steward Partners Investment Advisory, LLC | $116K | $426K |
| Morgan Stanley | $94K | $88K |
| Aptus Capital Advisors, LLC | $79K | $35K |
| Wells Fargo & Company | $8K | $31K |
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: DRLL institutional holders, DBE institutional holders.
Frequently asked questions
Do institutions hold both DRLL and DBE?
16 Form 13F filers report positions in both, out of 118 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%.