FOXY vs DABS overlap
8 institutions report holding both FOXY and DABS.
FOXYDABS
Pick 2 to 4 ETFs.
We don’t have holdings for FOXY. 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.
8
institutions report holding both, of 73 holding any
FOXY41.7% of its 13F dollars, 17.4% of its 46 holders
DABS50.5% of its 13F dollars, 22.9% of its 35 holders
Largest institutions holding both
| Firm | FOXY | DABS |
|---|---|---|
| Gradient Investments LLC | $35.4M | $61.3M |
| AE Wealth Management LLC | $16.4M | $15K |
| Envestnet Asset Management Inc. | $4.4M | $1.5M |
| Mattson Financial Services, LLC | $835K | $4.5M |
| Brown Financial Advisors | $1.7M | $3.5M |
| Paladin Wealth, LLC | $1.3M | $2.3M |
| Citadel Advisors LLC | $636K | $414K |
| Harbour Investments, Inc. | $6K | $50K |
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: FOXY institutional holders, DABS institutional holders.
Frequently asked questions
Do institutions hold both FOXY and DABS?
8 Form 13F filers report positions in both, out of 73 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%.