MSBT vs DBO overlap
2 institutions report holding both MSBT and DBO.
MSBTDBO
Pick 2 to 4 ETFs.
We don’t have holdings for MSBT, DBO. 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.
2
institutions report holding both, of 75 holding any
MSBT49.3% of its 13F dollars, 8.0% of its 25 holders
DBO1.5% of its 13F dollars, 3.9% of its 52 holders
Largest institutions holding both
| Firm | MSBT | DBO |
|---|---|---|
| Morgan Stanley | $43.3M | $559K |
| Citadel Advisors LLC | $443K | $556K |
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: MSBT institutional holders, DBO institutional holders.
Frequently asked questions
Do institutions hold both MSBT and DBO?
2 Form 13F filers report positions in both, out of 75 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%.