EZBC vs DBO overlap
13 institutions report holding both EZBC and DBO.
EZBCDBO
Pick 2 to 4 ETFs.
We don’t have holdings for EZBC, DBO. 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.
13
institutions report holding both, of 113 holding any
EZBC50.1% of its 13F dollars, 17.6% of its 74 holders
DBO50.3% of its 13F dollars, 25.0% of its 52 holders
Largest institutions holding both
| Firm | EZBC | DBO |
|---|---|---|
| Wells Fargo & Company | $3K | $28.7M |
| LPL Financial LLC | $21.0M | $1.9M |
| Susquehanna International Group, LLP | $7.6M | $498K |
| Cetera Investment Advisers | $5.6M | $862K |
| Envestnet Asset Management Inc. | $493K | $3.4M |
| Cambridge Investment Research Advisors, Inc. | $738K | $1.4M |
| Osaic Holdings, Inc. | $18K | $980K |
| Ashton Thomas Private Wealth, LLC | $476K | $258K |
| HighTower Advisors, LLC | $393K | $326K |
| IFP Advisors, Inc | $258K | $13K |
| NewEdge Advisors, LLC | $27K | $21K |
| Harbour Investments, Inc. | $237 | $35K |
| International Assets Investment Management, LLC | $3K | $12K |
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: EZBC institutional holders, DBO institutional holders.
Frequently asked questions
Do institutions hold both EZBC and DBO?
13 Form 13F filers report positions in both, out of 113 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%.