DDFL vs AAPR overlap
15 institutions report holding both DDFL and AAPR.
DDFLAAPR
Pick 2 to 4 ETFs.
We don’t have holdings for DDFL, AAPR. 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.
15
institutions report holding both, of 88 holding any
DDFL49.0% of its 13F dollars, 30.0% of its 50 holders
AAPR28.8% of its 13F dollars, 28.3% of its 53 holders
Largest institutions holding both
| Firm | DDFL | AAPR |
|---|---|---|
| Centaurus Financial, Inc. | $7.4M | $2.1M |
| Commonwealth Equity Services, LLC | $3.8M | $3.5M |
| Kestra Advisory Services, LLC | $577K | $3.1M |
| Diligent Investors, LLC | $2.4M | $237K |
| Harbour Investments, Inc. | $2.5M | $12K |
| Farther Finance Advisors, LLC | $1.7M | $398K |
| Cetera Investment Advisers | $972K | $973K |
| KFG Wealth Management, LLC | $943K | $721K |
| World Investment Advisors | $967K | $659K |
| Envestnet Asset Management Inc. | $545K | $424K |
| MML Investors Services, LLC | $211K | $486K |
| Citadel Advisors LLC | $337K | $313K |
| Barclays PLC | $62K | $181K |
| DHJJ Financial Advisors, Ltd. | $77K | $12K |
| IFP Advisors, Inc | $3K | $27K |
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: DDFL institutional holders, AAPR institutional holders.
Frequently asked questions
Do institutions hold both DDFL and AAPR?
15 Form 13F filers report positions in both, out of 88 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%.