DDTA vs CBOJ overlap
1 institutions report holding both DDTA and CBOJ.
DDTACBOJ
Pick 2 to 4 ETFs.
We don’t have holdings for DDTA, CBOJ. 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.
1
institutions report holding both, of 23 holding any
DDTA0.1% of its 13F dollars, 12.5% of its 8 holders
CBOJ0.1% of its 13F dollars, 6.3% of its 16 holders
Largest institutions holding both
| Firm | DDTA | CBOJ |
|---|---|---|
| UBS Group AG | $9K | $5K |
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: DDTA institutional holders, CBOJ institutional holders.
Frequently asked questions
Do institutions hold both DDTA and CBOJ?
1 Form 13F filers report positions in both, out of 23 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%.