SCIO vs DBA overlap
35 institutions report holding both SCIO and DBA.
SCIODBA
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.
35
institutions report holding both, of 229 holding any
SCIO44.3% of its 13F dollars, 35.7% of its 98 holders
DBA25.8% of its 13F dollars, 21.1% of its 166 holders
Largest institutions holding both
| Firm | SCIO | DBA |
|---|---|---|
| Morgan Stanley | $45.9M | $41.1M |
| LPL Financial LLC | $44.3M | $8.9M |
| Royal Bank of Canada | $13.3M | $5.5M |
| HighTower Advisors, LLC | $2.3M | $12.8M |
| Kestra Advisory Services, LLC | $11.9M | $3.2M |
| Commonwealth Equity Services, LLC | $8.7M | $1.2M |
| Cetera Investment Advisers | $2.4M | $4.6M |
| Harbour Investments, Inc. | $6.1M | $73K |
| Envestnet Asset Management Inc. | $4.5M | $698K |
| &Partners | $4.1M | $789K |
| UBS Group AG | $206K | $4.4M |
| Foundations Investment Advisors, LLC | $4.2M | $280K |
| Osaic Holdings, Inc. | $1.9M | $2.0M |
| Susquehanna International Group, LLP | $1.4M | $2.1M |
| Farther Finance Advisors, LLC | $3.2M | $188K |
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: SCIO institutional holders, DBA institutional holders.
Frequently asked questions
Do institutions hold both SCIO and DBA?
35 Form 13F filers report positions in both, out of 229 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%.