UDN vs DVLU overlap
6 institutions report holding both UDN and DVLU.
UDNDVLU
Pick 2 to 4 ETFs.
We don’t have holdings for UDN. 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.
6
institutions report holding both, of 42 holding any
UDN3.6% of its 13F dollars, 19.4% of its 31 holders
DVLU47.4% of its 13F dollars, 35.3% of its 17 holders
Largest institutions holding both
| Firm | UDN | DVLU |
|---|---|---|
| Osaic Holdings, Inc. | $50K | $7.9M |
| Raymond James Financial Inc. | $548K | $4.1M |
| LPL Financial LLC | $293K | $3.4M |
| Morgan Stanley | $295K | $57 |
| Farther Finance Advisors, LLC | $9K | $182K |
| Harbour Investments, Inc. | $36 | $21K |
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: UDN institutional holders, DVLU institutional holders.
Frequently asked questions
Do institutions hold both UDN and DVLU?
6 Form 13F filers report positions in both, out of 42 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%.