GABF vs DYLD overlap
3 institutions report holding both GABF and DYLD.
GABFDYLD
Pick 2 to 4 ETFs.
We don’t have holdings for DYLD. 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 20 holding any
GABF4.6% of its 13F dollars, 42.9% of its 7 holders
DYLD43.1% of its 13F dollars, 18.8% of its 16 holders
Largest institutions holding both
| Firm | GABF | DYLD |
|---|---|---|
| LPL Financial LLC | $1.6M | $14.4M |
| UBS Group AG | $18K | $430K |
| Morgan Stanley | $78 | $32 |
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: GABF institutional holders, DYLD institutional holders.
Frequently asked questions
Do institutions hold both GABF and DYLD?
3 Form 13F filers report positions in both, out of 20 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%.