IALT vs DRAM overlap
96 institutions report holding both IALT and DRAM.
IALTDRAM
Pick 2 to 4 ETFs.
We don’t have holdings for IALT, DRAM. 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.
96
institutions report holding both, of 659 holding any
IALT69.9% of its 13F dollars, 24.7% of its 389 holders
DRAM27.1% of its 13F dollars, 26.2% of its 366 holders
Largest institutions holding both
| Firm | IALT | DRAM |
|---|---|---|
| Envestnet Asset Management Inc. | $1.4B | $1.4M |
| JPMorgan Chase & Co | $300.1M | $393.8M |
| LPL Financial LLC | $609.6M | $14.9M |
| Jane Street Group, LLC | $28.7M | $531.3M |
| Morgan Stanley | $154.5M | $203.5M |
| Marex Group Ltd | $1.3M | $244.7M |
| MML Investors Services, LLC | $100.5M | $1.9M |
| Cetera Investment Advisers | $97.9M | $2.4M |
| Janney Montgomery Scott LLC | $83.2M | $1.3M |
| OneDigital Investment Advisors LLC | $67.6M | $10.3M |
| Foundations Investment Advisors, LLC | $76.6M | $997K |
| Sanctuary Advisors, LLC | $62.9M | $3.2M |
| NewEdge Advisors, LLC | $59.1M | $649K |
| Merit Financial Group, LLC | $46.1M | $496K |
| Commonwealth Equity Services, LLC | $34.0M | $8.5M |
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, DRAM institutional holders.
Frequently asked questions
Do institutions hold both IALT and DRAM?
96 Form 13F filers report positions in both, out of 659 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%.