GTOP vs DBP overlap
15 institutions report holding both GTOP and DBP.
GTOPDBP
Pick 2 to 4 ETFs.
We don’t have holdings for DBP. 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 103 holding any
GTOP21.2% of its 13F dollars, 25.9% of its 58 holders
DBP42.1% of its 13F dollars, 25.0% of its 60 holders
Largest institutions holding both
| Firm | GTOP | DBP |
|---|---|---|
| Wells Fargo & Company | $9.1M | $26.0M |
| Osaic Holdings, Inc. | $327K | $13.3M |
| LPL Financial LLC | $8.4M | $3.7M |
| Envestnet Asset Management Inc. | $368K | $11.6M |
| Commonwealth Equity Services, LLC | $8.4M | $341K |
| Fifth Third Bancorp | $256K | $3.3M |
| Royal Bank of Canada | $2.2M | $958K |
| Cetera Investment Advisers | $408K | $2.7M |
| Morgan Stanley | $2.0M | $764K |
| Stifel Financial Corp. | $574K | $1.1M |
| Rockefeller Capital Management L.P. | $509K | $169K |
| MML Investors Services, LLC | $235K | $232K |
| Integrated Wealth Concepts LLC | $328K | $12K |
| UBS Group AG | $85K | $124K |
| Jones Financial Companies LLLP | $21K | $7K |
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: GTOP institutional holders, DBP institutional holders.
Frequently asked questions
Do institutions hold both GTOP and DBP?
15 Form 13F filers report positions in both, out of 103 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%.