DDTL vs APOC overlap
13 institutions report holding both DDTL and APOC.
DDTLAPOC
Pick 2 to 4 ETFs.
We don’t have holdings for DDTL, APOC. 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.
13
institutions report holding both, of 76 holding any
DDTL32.3% of its 13F dollars, 35.1% of its 37 holders
APOC22.8% of its 13F dollars, 25.0% of its 52 holders
Largest institutions holding both
| Firm | DDTL | APOC |
|---|---|---|
| Commonwealth Equity Services, LLC | $8.2M | $1000K |
| Osaic Holdings, Inc. | $208K | $5.2M |
| Centaurus Financial, Inc. | $2.5M | $826K |
| Brookstone Capital Management | $1.5M | $649K |
| Cetera Investment Advisers | $443K | $843K |
| Susquehanna International Group, LLP | $458K | $727K |
| CreativeOne Wealth, LLC | $484K | $377K |
| IFP Advisors, Inc | $291K | $274K |
| Harbour Investments, Inc. | $99K | $261K |
| AE Wealth Management LLC | $13K | $54K |
| DHJJ Financial Advisors, Ltd. | $45K | $211 |
| Barclays PLC | $42K | $447 |
| JPMorgan Chase & Co | $22K | $2K |
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: DDTL institutional holders, APOC institutional holders.
Frequently asked questions
Do institutions hold both DDTL and APOC?
13 Form 13F filers report positions in both, out of 76 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%.