MFDX vs DBA overlap
23 institutions report holding both MFDX and DBA.
MFDXDBA
Pick 2 to 4 ETFs.
We don’t have holdings for DBA. 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.
23
institutions report holding both, of 202 holding any
MFDX20.0% of its 13F dollars, 39.0% of its 59 holders
DBA30.9% of its 13F dollars, 13.9% of its 166 holders
Largest institutions holding both
| Firm | MFDX | DBA |
|---|---|---|
| Morgan Stanley | $20K | $41.1M |
| Mariner, LLC | $36.2M | $279K |
| Wells Fargo & Company | $6.7M | $26.9M |
| LPL Financial LLC | $13.7M | $8.9M |
| JPMorgan Chase & Co | $4.4M | $13.8M |
| Royal Bank of Canada | $178K | $5.5M |
| Cetera Investment Advisers | $262K | $4.6M |
| Raymond James Financial Inc. | $2.7M | $2.1M |
| UBS Group AG | $11K | $4.4M |
| Susquehanna International Group, LLP | $1.8M | $2.1M |
| Janney Montgomery Scott LLC | $3.2M | $231K |
| Citadel Advisors LLC | $1.1M | $1.8M |
| Osaic Holdings, Inc. | $642K | $2.0M |
| Envestnet Asset Management Inc. | $1.4M | $698K |
| MML Investors Services, LLC | $1.3M | $451K |
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: MFDX institutional holders, DBA institutional holders.
Frequently asked questions
Do institutions hold both MFDX and DBA?
23 Form 13F filers report positions in both, out of 202 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%.