DDFA vs BFRZ overlap
14 institutions report holding both DDFA and BFRZ.
DDFABFRZ
Pick 2 to 4 ETFs.
We don’t have holdings for DDFA, BFRZ. 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.
14
institutions report holding both, of 73 holding any
DDFA26.2% of its 13F dollars, 38.9% of its 36 holders
BFRZ25.7% of its 13F dollars, 27.4% of its 51 holders
Largest institutions holding both
| Firm | DDFA | BFRZ |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $2.7M | $8.4M |
| Signaturefd, LLC | $8.1M | $1.3M |
| Brookstone Capital Management | $2.9M | $4.7M |
| Envestnet Asset Management Inc. | $884K | $2.5M |
| Commonwealth Equity Services, LLC | $2.0M | $341K |
| MML Investors Services, LLC | $827K | $1.3M |
| Jane Street Group, LLC | $1.8M | $225K |
| Independent Financial Group, LLC | $966K | $825K |
| Cetera Investment Advisers | $633K | $1.0M |
| Susquehanna International Group, LLP | $837K | $812K |
| Ausdal Financial Partners, Inc. | $247K | $357K |
| IFP Advisors, Inc | $325K | $135 |
| Harbour Investments, Inc. | $136K | $135K |
| AE Wealth Management LLC | $8K | $190K |
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: DDFA institutional holders, BFRZ institutional holders.
Frequently asked questions
Do institutions hold both DDFA and BFRZ?
14 Form 13F filers report positions in both, out of 73 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%.