DDSQ vs ARLU overlap
4 institutions report holding both DDSQ and ARLU.
DDSQARLU
Pick 2 to 4 ETFs.
We don’t have holdings for DDSQ, ARLU. 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.
4
institutions report holding both, of 45 holding any
DDSQ9.3% of its 13F dollars, 16.7% of its 24 holders
ARLU21.5% of its 13F dollars, 16.0% of its 25 holders
Largest institutions holding both
| Firm | DDSQ | ARLU |
|---|---|---|
| Commonwealth Equity Services, LLC | $509K | $9.3M |
| Cetera Investment Advisers | $3.3M | $479K |
| Envestnet Asset Management Inc. | $401K | $576K |
| Silver Oak Securities, Incorporated | $355K | $396K |
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: DDSQ institutional holders, ARLU institutional holders.
Frequently asked questions
Do institutions hold both DDSQ and ARLU?
4 Form 13F filers report positions in both, out of 45 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%.