IALT vs DBMF overlap
113 institutions report holding both IALT and DBMF.
IALTDBMF
Pick 2 to 4 ETFs.
We don’t have holdings for IALT, DBMF. 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.
113
institutions report holding both, of 604 holding any
IALT73.3% of its 13F dollars, 29.1% of its 389 holders
DBMF64.8% of its 13F dollars, 34.5% of its 328 holders
Largest institutions holding both
| Firm | IALT | DBMF |
|---|---|---|
| Envestnet Asset Management Inc. | $1.4B | $23.1M |
| LPL Financial LLC | $609.6M | $650.9M |
| JPMorgan Chase & Co | $300.1M | $369.3M |
| Morgan Stanley | $154.5M | $302.3M |
| Cetera Investment Advisers | $97.9M | $21.1M |
| MML Investors Services, LLC | $100.5M | $5.9M |
| Northwestern Mutual Wealth Management Co | $30K | $104.9M |
| Bank of New York Mellon Corp | $89.1M | $414K |
| Janney Montgomery Scott LLC | $83.2M | $2.1M |
| OneDigital Investment Advisors LLC | $67.6M | $13.1M |
| Foundations Investment Advisors, LLC | $76.6M | $1.6M |
| Sanctuary Advisors, LLC | $62.9M | $4.1M |
| NewEdge Advisors, LLC | $59.1M | $3.2M |
| Merit Financial Group, LLC | $46.1M | $15.4M |
| Commonwealth Equity Services, LLC | $34.0M | $20.8M |
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: IALT institutional holders, DBMF institutional holders.
Frequently asked questions
Do institutions hold both IALT and DBMF?
113 Form 13F filers report positions in both, out of 604 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%.