MLPA vs DDWM overlap
MLPA and DDWM overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: MLPA, SEC Form N-PORT, May 31, 2026; DDWM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MLPA | DDWM |
|---|---|---|
| Morgan Stanley | $258.8M | $109.5M |
| LPL Financial LLC | $49.0M | $183.8M |
| UBS Group AG | $177.7M | $36.7M |
| Raymond James Financial Inc. | $35.1M | $70.3M |
| Bank of America Corp. | $54.7M | $49.6M |
| Wells Fargo & Company | $59.9M | $812K |
| Envestnet Asset Management Inc. | $19.5M | $34.7M |
| Cetera Investment Advisers | $15.0M | $36.7M |
| Cambridge Investment Research Advisors, Inc. | $4.7M | $31.0M |
| Steward Partners Investment Advisory, LLC | $47K | $32.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $29.0M | $89K |
| Baird Financial Group, Inc. | $325K | $24.0M |
| Lido Advisors, LLC | $1.1M | $20.3M |
| Royal Bank of Canada | $19.8M | $431K |
| Rockefeller Capital Management L.P. | $14.8M | $800K |
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: MLPA institutional holders, DDWM institutional holders.
Frequently asked questions
How much do MLPA and DDWM overlap?
0.0% by weight, with 0 holdings in common, using holdings for MLPA as of May 31, 2026 and DDWM as of June 30, 2026.
Do institutions hold both MLPA and DDWM?
61 Form 13F filers report positions in both, out of 332 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%.