WCLD vs DBB overlap
25 institutions report holding both WCLD and DBB.
WCLDDBB
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.
25
institutions report holding both, of 149 holding any
WCLD16.9% of its 13F dollars, 28.1% of its 89 holders
DBB57.5% of its 13F dollars, 29.4% of its 85 holders
Largest institutions holding both
| Firm | WCLD | DBB |
|---|---|---|
| Wells Fargo & Company | $452K | $27.5M |
| Bank of America Corp. | $3.1M | $14.8M |
| UBS Group AG | $4.1M | $10.5M |
| Morgan Stanley | $5.0M | $7.1M |
| LPL Financial LLC | $1.3M | $4.2M |
| HighTower Advisors, LLC | $254K | $4.1M |
| Advisory Services Network, LLC | $285K | $3.5M |
| Cetera Investment Advisers | $603K | $2.0M |
| Arax Advisory Partners | $1.9M | $695K |
| JPMorgan Chase & Co | $2.4M | $34K |
| Citadel Advisors LLC | $1.4M | $801K |
| Royal Bank of Canada | $733K | $918K |
| Raymond James Financial Inc. | $471K | $1.1M |
| Steward Partners Investment Advisory, LLC | $3K | $467K |
| Osaic Holdings, Inc. | $257K | $98K |
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: WCLD institutional holders, DBB institutional holders.
Frequently asked questions
Do institutions hold both WCLD and DBB?
25 Form 13F filers report positions in both, out of 149 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%.