TOLZ vs DBB overlap
16 institutions report holding both TOLZ and DBB.
TOLZDBB
Pick 2 to 4 ETFs.
We don’t have holdings for DBB. 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.
16
institutions report holding both, of 129 holding any
TOLZ33.0% of its 13F dollars, 26.7% of its 60 holders
DBB52.0% of its 13F dollars, 18.8% of its 85 holders
Largest institutions holding both
| Firm | TOLZ | DBB |
|---|---|---|
| Morgan Stanley | $35.2M | $7.1M |
| Wells Fargo & Company | $3.6M | $27.5M |
| Bank of America Corp. | $1.6M | $14.8M |
| UBS Group AG | $474K | $10.5M |
| LPL Financial LLC | $2.9M | $4.2M |
| Cetera Investment Advisers | $203K | $2.0M |
| Raymond James Financial Inc. | $800K | $1.1M |
| Sanctuary Advisors, LLC | $613K | $1.3M |
| Stifel Financial Corp. | $317K | $1.2M |
| Royal Bank of Canada | $422K | $918K |
| Osaic Holdings, Inc. | $472K | $98K |
| Fifth Third Bancorp | $171K | $36K |
| Aptus Capital Advisors, LLC | $47K | $98K |
| JPMorgan Chase & Co | $18K | $34K |
| Farther Finance Advisors, LLC | $5K | $41K |
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: TOLZ institutional holders, DBB institutional holders.
Frequently asked questions
Do institutions hold both TOLZ and DBB?
16 Form 13F filers report positions in both, out of 129 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%.