TRUD vs DRLL overlap

TRUD and DRLL overlap 0.0% by weight, across 0 shared holdings.

TRUDDRLL

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

TRUD0.0% of the fund is in shared holdings, of 48

DRLL0.0% of the fund is in shared holdings, of 33

Top shared holdings

These funds hold nothing in common.

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: TRUD, SEC Form N-PORT, June 30, 2026; DRLL, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 107 holding any

TRUD0.4% of its 13F dollars, 30.8% of its 13 holders

DRLL0.7% of its 13F dollars, 4.1% of its 98 holders

Largest institutions holding both

Firm	TRUD	DRLL
Rockefeller Capital Management L.P.	$91K	$115K
Morgan Stanley	$2K	$94K
Fifth Third Bancorp	$38K	$27K
Wells Fargo & Company	$26	$8K

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: TRUD institutional holders, DRLL institutional holders.

Frequently asked questions

How much do TRUD and DRLL overlap?

0.0% by weight, with 0 holdings in common, using holdings for TRUD as of June 30, 2026 and DRLL as of June 30, 2026.

Do institutions hold both TRUD and DRLL?

4 Form 13F filers report positions in both, out of 107 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%.