UITB vs DCOR overlap
UITB and DCOR overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: UITB, SEC Form N-PORT, June 30, 2026; DCOR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UITB | DCOR |
|---|---|---|
| Morgan Stanley | $182.9M | $34K |
| LPL Financial LLC | $100.0M | $7.7M |
| Integrated Wealth Concepts LLC | $13.9M | $55.2M |
| Wells Fargo & Company | $64.2M | $41 |
| Raymond James Financial Inc. | $53.4M | $6.5M |
| Cetera Investment Advisers | $56.6M | $476K |
| Cambridge Investment Research Advisors, Inc. | $5.6M | $49.0M |
| Foundations Investment Advisors, LLC | $750K | $51.2M |
| Private Advisor Group, LLC | $4.9M | $44.6M |
| Osaic Holdings, Inc. | $16.6M | $27.1M |
| Envestnet Asset Management Inc. | $2.9M | $27.6M |
| Allworth Financial LP | $23.9M | $5.5M |
| Betterment LLC | $487K | $28.0M |
| Orion Porfolio Solutions, LLC | $9.1M | $19.0M |
| Commonwealth Equity Services, LLC | $2.9M | $17.4M |
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: UITB institutional holders, DCOR institutional holders.
Frequently asked questions
How much do UITB and DCOR overlap?
0.0% by weight, with 0 holdings in common, using holdings for UITB as of June 30, 2026 and DCOR as of July 31, 2026.
Do institutions hold both UITB and DCOR?
40 Form 13F filers report positions in both, out of 346 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%.