MAGA vs DTRE overlap
6 institutions report holding both MAGA and DTRE.
MAGADTRE
Pick 2 to 4 ETFs.
We don’t have holdings for MAGA. 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.
6
institutions report holding both, of 28 holding any
MAGA67.2% of its 13F dollars, 31.6% of its 19 holders
DTRE26.4% of its 13F dollars, 40.0% of its 15 holders
Largest institutions holding both
| Firm | MAGA | DTRE |
|---|---|---|
| LPL Financial LLC | $1.5M | $229K |
| Susquehanna International Group, LLP | $981K | $644K |
| Osaic Holdings, Inc. | $196K | $24K |
| Morgan Stanley | $11K | $148K |
| UBS Group AG | $86K | $7K |
| Wells Fargo & Company | $36 | $37 |
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: MAGA institutional holders, DTRE institutional holders.
Frequently asked questions
Do institutions hold both MAGA and DTRE?
6 Form 13F filers report positions in both, out of 28 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%.