IDRV vs DBE overlap
16 institutions report holding both IDRV and DBE.
IDRVDBE
Pick 2 to 4 ETFs.
We don’t have holdings for DBE. 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.
16
institutions report holding both, of 93 holding any
IDRV64.6% of its 13F dollars, 21.9% of its 73 holders
DBE52.4% of its 13F dollars, 44.4% of its 36 holders
Largest institutions holding both
| Firm | IDRV | DBE |
|---|---|---|
| Bank of America Corp. | $2.6M | $5.9M |
| Ameriprise Financial Inc. | $654K | $7.2M |
| PNC Financial Services Group, Inc. | $7.2M | $93K |
| Morgan Stanley | $5.8M | $88K |
| Susquehanna International Group, LLP | $2.6M | $1.3M |
| LPL Financial LLC | $2.0M | $1.2M |
| Cetera Investment Advisers | $481K | $1.6M |
| Raymond James Financial Inc. | $220K | $948K |
| Wells Fargo & Company | $1.1M | $31K |
| UBS Group AG | $430K | $132K |
| Jones Financial Companies LLLP | $483K | $5K |
| Royal Bank of Canada | $406K | $71K |
| Osaic Holdings, Inc. | $211K | $70K |
| Bank of Montreal | $28K | $16K |
| Global Retirement Partners, LLC | $8K | $13K |
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: IDRV institutional holders, DBE institutional holders.
Frequently asked questions
Do institutions hold both IDRV and DBE?
16 Form 13F filers report positions in both, out of 93 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%.