DDTL vs BSTP overlap
9 institutions report holding both DDTL and BSTP.
DDTLBSTP
Pick 2 to 4 ETFs.
We don’t have holdings for DDTL, BSTP. 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.
9
institutions report holding both, of 67 holding any
DDTL25.2% of its 13F dollars, 24.3% of its 37 holders
BSTP30.1% of its 13F dollars, 23.1% of its 39 holders
Largest institutions holding both
| Firm | DDTL | BSTP |
|---|---|---|
| Commonwealth Equity Services, LLC | $8.2M | $1.6M |
| Osaic Holdings, Inc. | $208K | $4.7M |
| Cetera Investment Advisers | $443K | $3.6M |
| Susquehanna International Group, LLP | $458K | $2.1M |
| Brookstone Capital Management | $1.5M | $1.1M |
| IFP Advisors, Inc | $291K | $236 |
| JPMorgan Chase & Co | $22K | $214K |
| DHJJ Financial Advisors, Ltd. | $45K | $394 |
| AE Wealth Management LLC | $13K | $1K |
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, BSTP institutional holders.
Frequently asked questions
Do institutions hold both DDTL and BSTP?
9 Form 13F filers report positions in both, out of 67 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%.