IVVB vs DMAX overlap
12 institutions report holding both IVVB and DMAX.
IVVBDMAX
Pick 2 to 4 ETFs.
We don’t have holdings for IVVB. 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.
12
institutions report holding both, of 64 holding any
IVVB31.7% of its 13F dollars, 40.0% of its 30 holders
DMAX24.0% of its 13F dollars, 26.1% of its 46 holders
Largest institutions holding both
| Firm | IVVB | DMAX |
|---|---|---|
| BlackRock, Inc. | $15.8M | $10.9M |
| Ashton Thomas Private Wealth, LLC | $6.7M | $3.1M |
| Raymond James Financial Inc. | $3.0M | $4.6M |
| Susquehanna International Group, LLP | $2.7M | $729K |
| Mercer Global Advisors Inc. | $513K | $1.5M |
| Cetera Investment Advisers | $615K | $995K |
| Sagespring Wealth Partners, LLC | $557K | $451K |
| Citadel Advisors LLC | $215K | $745K |
| Harbour Investments, Inc. | $229K | $46K |
| JPMorgan Chase & Co | $2K | $189K |
| IFP Advisors, Inc | $12K | $2K |
| AE Wealth Management LLC | $5K | $6K |
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: IVVB institutional holders, DMAX institutional holders.
Frequently asked questions
Do institutions hold both IVVB and DMAX?
12 Form 13F filers report positions in both, out of 64 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%.