DDFM vs APRZ overlap
6 institutions report holding both DDFM and APRZ.
DDFMAPRZ
Pick 2 to 4 ETFs.
We don’t have holdings for DDFM. 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.
6
institutions report holding both, of 52 holding any
DDFM21.1% of its 13F dollars, 14.3% of its 42 holders
APRZ1.3% of its 13F dollars, 37.5% of its 16 holders
Largest institutions holding both
| Firm | DDFM | APRZ |
|---|---|---|
| Osaic Holdings, Inc. | $5.9M | $50K |
| Old Mission Capital LLC | $205K | $242K |
| DHJJ Financial Advisors, Ltd. | $339K | $16K |
| Harbour Investments, Inc. | $122K | $62K |
| Aptus Capital Advisors, LLC | $37K | $8K |
| AE Wealth Management LLC | $15K | $18K |
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: DDFM institutional holders, APRZ institutional holders.
Frequently asked questions
Do institutions hold both DDFM and APRZ?
6 Form 13F filers report positions in both, out of 52 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%.