LGDX vs DBB overlap
1 institutions report holding both LGDX and DBB.
LGDXDBB
Pick 2 to 4 ETFs.
We don’t have holdings for DBB. 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.
1
institutions report holding both, of 87 holding any
LGDX0.0% of its 13F dollars, 33.3% of its 3 holders
DBB7.7% of its 13F dollars, 1.2% of its 85 holders
Largest institutions holding both
| Firm | LGDX | DBB |
|---|---|---|
| UBS Group AG | $99 | $10.5M |
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: LGDX institutional holders, DBB institutional holders.
Frequently asked questions
Do institutions hold both LGDX and DBB?
1 Form 13F filers report positions in both, out of 87 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%.