DDTD vs BUFX overlap
2 institutions report holding both DDTD and BUFX.
DDTDBUFX
Pick 2 to 4 ETFs.
We don’t have holdings for DDTD. 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.
2
institutions report holding both, of 29 holding any
DDTD8.1% of its 13F dollars, 11.8% of its 17 holders
BUFX24.4% of its 13F dollars, 14.3% of its 14 holders
Largest institutions holding both
| Firm | DDTD | BUFX |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.1M | $1.3M |
| Harbour Investments, Inc. | $32K | $2.0M |
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: DDTD institutional holders, BUFX institutional holders.
Frequently asked questions
Do institutions hold both DDTD and BUFX?
2 Form 13F filers report positions in both, out of 29 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%.