RUNN vs DSCO overlap
7 institutions report holding both RUNN and DSCO.
RUNNDSCO
Pick 2 to 4 ETFs.
We don’t have holdings for DSCO. 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.
7
institutions report holding both, of 80 holding any
RUNN6.5% of its 13F dollars, 17.1% of its 41 holders
DSCO19.0% of its 13F dollars, 15.2% of its 46 holders
Largest institutions holding both
| Firm | RUNN | DSCO |
|---|---|---|
| Envestnet Asset Management Inc. | $460K | $31.8M |
| Ausdal Financial Partners, Inc. | $4.3M | $819K |
| LPL Financial LLC | $4.1M | $645K |
| Wealth Enhancement Advisory Services, LLC | $1.6M | $202K |
| Citadel Advisors LLC | $904K | $495K |
| Steward Partners Investment Advisory, LLC | $118K | $303K |
| Integrated Wealth Concepts LLC | $213K | $39K |
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: RUNN institutional holders, DSCO institutional holders.
Frequently asked questions
Do institutions hold both RUNN and DSCO?
7 Form 13F filers report positions in both, out of 80 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%.