DDTM vs CBTY overlap
1 institutions report holding both DDTM and CBTY.
DDTMCBTY
Pick 2 to 4 ETFs.
We don’t have holdings for DDTM, CBTY. 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 21 holding any
DDTM0.0% of its 13F dollars, 8.3% of its 12 holders
CBTY0.4% of its 13F dollars, 10.0% of its 10 holders
Largest institutions holding both
| Firm | DDTM | CBTY |
|---|---|---|
| IFP Advisors, Inc | $501 | $12K |
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: DDTM institutional holders, CBTY institutional holders.
Frequently asked questions
Do institutions hold both DDTM and CBTY?
1 Form 13F filers report positions in both, out of 21 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%.