DDFO vs DDFA overlap
20 institutions report holding both DDFO and DDFA.
DDFODDFA
Pick 2 to 4 ETFs.
We don’t have holdings for DDFO, DDFA. 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.
20
institutions report holding both, of 75 holding any
DDFO30.2% of its 13F dollars, 33.9% of its 59 holders
DDFA80.1% of its 13F dollars, 55.6% of its 36 holders
Largest institutions holding both
| Firm | DDFO | DDFA |
|---|---|---|
| Allworth Financial LP | $357K | $50.4M |
| Commonwealth Equity Services, LLC | $6.2M | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $2.7M | $2.7M |
| Brookstone Capital Management | $541K | $2.9M |
| Susquehanna International Group, LLP | $2.5M | $837K |
| Centaurus Financial, Inc. | $1.1M | $1.8M |
| Southland Equity Partners LLC | $1.9M | $630K |
| Archer Investment Corp | $1.2M | $1.3M |
| Cetera Investment Advisers | $1.5M | $633K |
| HighTower Advisors, LLC | $520K | $1.4M |
| Independent Financial Group, LLC | $906K | $966K |
| Kingsview Wealth Management, LLC | $1.2M | $378K |
| Harbour Investments, Inc. | $1.3M | $136K |
| AE Wealth Management LLC | $1.5M | $8K |
| Caliber Wealth Management, LLC | $413K | $726K |
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: DDFO institutional holders, DDFA institutional holders.
Frequently asked questions
Do institutions hold both DDFO and DDFA?
20 Form 13F filers report positions in both, out of 75 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%.