DDNQ vs CPNJ overlap
7 institutions report holding both DDNQ and CPNJ.
DDNQCPNJ
Pick 2 to 4 ETFs.
We don’t have holdings for DDNQ, CPNJ. 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.
7
institutions report holding both, of 38 holding any
DDNQ72.6% of its 13F dollars, 53.9% of its 13 holders
CPNJ18.5% of its 13F dollars, 21.9% of its 32 holders
Largest institutions holding both
| Firm | DDNQ | CPNJ |
|---|---|---|
| Jane Street Group, LLC | $7.8M | $332K |
| Commonwealth Equity Services, LLC | $4.3M | $839K |
| Susquehanna International Group, LLP | $483K | $722K |
| Centaurus Financial, Inc. | $255K | $865K |
| Harbour Investments, Inc. | $3K | $465K |
| Osaic Holdings, Inc. | $25K | $52K |
| IFP Advisors, Inc | $5K | $23K |
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: DDNQ institutional holders, CPNJ institutional holders.
Frequently asked questions
Do institutions hold both DDNQ and CPNJ?
7 Form 13F filers report positions in both, out of 38 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%.