DDFF vs BGLD overlap
13 institutions report holding both DDFF and BGLD.
DDFFBGLD
Pick 2 to 4 ETFs.
We don’t have holdings for DDFF. 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.
13
institutions report holding both, of 68 holding any
DDFF31.2% of its 13F dollars, 29.6% of its 44 holders
BGLD53.4% of its 13F dollars, 35.1% of its 37 holders
Largest institutions holding both
| Firm | DDFF | BGLD |
|---|---|---|
| Osaic Holdings, Inc. | $423K | $7.4M |
| Cambridge Investment Research Advisors, Inc. | $2.3M | $2.2M |
| Cetera Investment Advisers | $970K | $2.4M |
| Commonwealth Equity Services, LLC | $2.7M | $518K |
| Envestnet Asset Management Inc. | $541K | $2.2M |
| Susquehanna International Group, LLP | $1.1M | $1.4M |
| MML Investors Services, LLC | $999K | $914K |
| Harbour Investments, Inc. | $767K | $448K |
| Sigma Planning Corp | $449K | $742K |
| Capital Investment Advisory Services, LLC | $11K | $457K |
| AE Wealth Management LLC | $445K | $17K |
| Aptus Capital Advisors, LLC | $226K | $2K |
| Capital Analysts, LLC | $44K | $8K |
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: DDFF institutional holders, BGLD institutional holders.
Frequently asked questions
Do institutions hold both DDFF and BGLD?
13 Form 13F filers report positions in both, out of 68 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%.