DRUP vs BDVG overlap
3 institutions report holding both DRUP and BDVG.
DRUPBDVG
Pick 2 to 4 ETFs.
We don’t have holdings for DRUP. 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 34 holding any
DRUP18.1% of its 13F dollars, 11.5% of its 26 holders
BDVG3.8% of its 13F dollars, 27.3% of its 11 holders
Largest institutions holding both
| Firm | DRUP | BDVG |
|---|---|---|
| Citadel Advisors LLC | $1.3M | $206K |
| Osaic Holdings, Inc. | $362K | $169K |
| UBS Group AG | $133K | $11K |
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: DRUP institutional holders, BDVG institutional holders.
Frequently asked questions
Do institutions hold both DRUP and BDVG?
3 Form 13F filers report positions in both, out of 34 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%.