DXIV vs BRHY overlap
3 institutions report holding both DXIV and BRHY.
DXIVBRHY
Pick 2 to 4 ETFs.
We don’t have holdings for BRHY. 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 67 holding any
DXIV0.9% of its 13F dollars, 6.3% of its 48 holders
BRHY18.5% of its 13F dollars, 13.6% of its 22 holders
Largest institutions holding both
| Firm | DXIV | BRHY |
|---|---|---|
| OneDigital Investment Advisors LLC | $582K | $21.2M |
| Commonwealth Equity Services, LLC | $456K | $386K |
| Osaic Holdings, Inc. | $11K | $26K |
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: DXIV institutional holders, BRHY institutional holders.
Frequently asked questions
Do institutions hold both DXIV and BRHY?
3 Form 13F filers report positions in both, out of 67 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%.