DTCR vs BOTZ overlap
DTCR and BOTZ overlap 1.8% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | DTCR | BOTZ | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 1.75% | 8.28% | 1.75% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: DTCR, SEC Form N-PORT, May 31, 2026; BOTZ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | DTCR | BOTZ |
|---|---|---|
| Bank of America Corp. | $212.2M | $199.7M |
| Morgan Stanley | $98.8M | $196.5M |
| JPMorgan Chase & Co | $217.5M | $34.3M |
| LPL Financial LLC | $132.2M | $86.1M |
| Wells Fargo & Company | $60.3M | $80.4M |
| UBS Group AG | $58.1M | $46.0M |
| Raymond James Financial Inc. | $20.8M | $33.6M |
| Northwestern Mutual Wealth Management Co | $30.6M | $14.3M |
| Ameriprise Financial Inc. | $21.9M | $17.8M |
| HighTower Advisors, LLC | $30.1M | $6.0M |
| Commonwealth Equity Services, LLC | $4.9M | $30.3M |
| Cetera Investment Advisers | $18.0M | $16.0M |
| Royal Bank of Canada | $12.7M | $21.0M |
| Cambridge Investment Research Advisors, Inc. | $11.3M | $21.8M |
| Envestnet Asset Management Inc. | $14.8M | $12.2M |
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: DTCR institutional holders, BOTZ institutional holders.
Frequently asked questions
How much do DTCR and BOTZ overlap?
1.8% by weight, with 1 holdings in common, using holdings for DTCR as of May 31, 2026 and BOTZ as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both DTCR and BOTZ?
155 Form 13F filers report positions in both, out of 601 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%.