TTEQ vs DBP overlap
12 institutions report holding both TTEQ and DBP.
TTEQDBP
Pick 2 to 4 ETFs.
We don’t have holdings for DBP. 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.
12
institutions report holding both, of 94 holding any
TTEQ51.3% of its 13F dollars, 26.1% of its 46 holders
DBP24.8% of its 13F dollars, 20.0% of its 60 holders
Largest institutions holding both
| Firm | TTEQ | DBP |
|---|---|---|
| LPL Financial LLC | $53.9M | $3.7M |
| Osaic Holdings, Inc. | $484K | $13.3M |
| Envestnet Asset Management Inc. | $1.4M | $11.6M |
| Jones Financial Companies LLLP | $6.3M | $7K |
| Cetera Investment Advisers | $3.2M | $2.7M |
| Jane Street Group, LLC | $3.4M | $2.4M |
| Integrated Wealth Concepts LLC | $5.0M | $12K |
| Stifel Financial Corp. | $2.7M | $1.1M |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $2.0M |
| NewEdge Advisors, LLC | $1.0M | $81K |
| Morgan Stanley | $446 | $764K |
| Commonwealth Equity Services, LLC | $249K | $341K |
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: TTEQ institutional holders, DBP institutional holders.
Frequently asked questions
Do institutions hold both TTEQ and DBP?
12 Form 13F filers report positions in both, out of 94 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%.