FETH vs DBO overlap
15 institutions report holding both FETH and DBO.
FETHDBO
Pick 2 to 4 ETFs.
We don’t have holdings for FETH, 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.
15
institutions report holding both, of 157 holding any
FETH14.9% of its 13F dollars, 12.5% of its 120 holders
DBO50.2% of its 13F dollars, 28.9% of its 52 holders
Largest institutions holding both
| Firm | FETH | DBO |
|---|---|---|
| Wells Fargo & Company | $13K | $28.7M |
| Envestnet Asset Management Inc. | $2.6M | $3.4M |
| Cetera Investment Advisers | $3.1M | $862K |
| Cambridge Investment Research Advisors, Inc. | $646K | $1.4M |
| Park Avenue Securities LLC | $600K | $829K |
| Osaic Holdings, Inc. | $49K | $980K |
| UBS Group AG | $483K | $386K |
| Morgan Stanley | $228K | $559K |
| HighTower Advisors, LLC | $458K | $326K |
| IMC-Chicago, LLC | $582K | $201K |
| StoneX Group Inc. | $343K | $230K |
| US Bancorp | $508K | $40K |
| Kestra Advisory Services, LLC | $181K | $361K |
| IFP Advisors, Inc | $333K | $13K |
| Arax Advisory Partners | $12K | $94K |
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: FETH institutional holders, DBO institutional holders.
Frequently asked questions
Do institutions hold both FETH and DBO?
15 Form 13F filers report positions in both, out of 157 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%.