DJUL vs DFEB overlap
80 institutions report holding both DJUL and DFEB.
DJULDFEB
Pick 2 to 4 ETFs.
We don’t have holdings for DJUL, DFEB. 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.
80
institutions report holding both, of 183 holding any
DJUL85.2% of its 13F dollars, 67.8% of its 118 holders
DFEB69.4% of its 13F dollars, 55.2% of its 145 holders
Largest institutions holding both
| Firm | DJUL | DFEB |
|---|---|---|
| Ogorek Anthony Joseph /NY/ | $29.6M | $19K |
| Envestnet Asset Management Inc. | $13.7M | $11.0M |
| Cetera Investment Advisers | $4.2M | $12.0M |
| Raymond James Financial Inc. | $11.9M | $4.2M |
| Osaic Holdings, Inc. | $6.7M | $7.8M |
| Bluespring Wealth Management, LLC | $10.2M | $1.5M |
| LPL Financial LLC | $4.5M | $6.2M |
| Commonwealth Equity Services, LLC | $1.7M | $8.9M |
| Kestra Advisory Services, LLC | $4.1M | $5.7M |
| Ignite Planners, LLC | $7.1M | $1.5M |
| Truist Financial Corp. | $6.7M | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $3.5M | $4.6M |
| Founders Financial Securities LLC | $3.9M | $4.0M |
| Spectrum Asset Management, Inc. (NB/CA) | $293K | $7.1M |
| REAP Financial Group, LLC | $4.8M | $2.2M |
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: DJUL institutional holders, DFEB institutional holders.
Frequently asked questions
Do institutions hold both DJUL and DFEB?
80 Form 13F filers report positions in both, out of 183 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%.