TERG vs DRN overlap
0 institutions report holding both TERG and DRN.
TERGDRN
Pick 2 to 4 ETFs.
We don’t have holdings for TERG. 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.
0
institutions report holding both, of 22 holding any
TERG0.0% of its 13F dollars, 0.0% of its 8 holders
DRN0.0% of its 13F dollars, 0.0% of its 14 holders
Largest institutions holding both
No 13F filer reports holding both.
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: TERG institutional holders, DRN institutional holders.
Frequently asked questions
Do institutions hold both TERG and DRN?
0 Form 13F filers report positions in both, out of 22 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%.