DDTN vs DDFM overlap
13 institutions report holding both DDTN and DDFM.
DDTNDDFM
Pick 2 to 4 ETFs.
We don’t have holdings for DDTN, DDFM. 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 52 holding any
DDTN68.6% of its 13F dollars, 56.5% of its 23 holders
DDFM44.6% of its 13F dollars, 30.9% of its 42 holders
Largest institutions holding both
| Firm | DDTN | DDFM |
|---|---|---|
| Goldenstone Wealth Management LLC | $15.0M | $824K |
| Osaic Holdings, Inc. | $114K | $5.9M |
| Commonwealth Equity Services, LLC | $1.2M | $3.1M |
| Susquehanna International Group, LLP | $2.3M | $349K |
| Archer Investment Corp | $64K | $2.3M |
| AE Wealth Management LLC | $1.7M | $15K |
| Old Mission Capital LLC | $438K | $205K |
| Occidental Asset Management, LLC | $320K | $268K |
| Merit Financial Group, LLC | $209K | $294K |
| DHJJ Financial Advisors, Ltd. | $51K | $339K |
| IFP Advisors, Inc | $313K | $62K |
| Barclays PLC | $47K | $200K |
| Harbour Investments, Inc. | $13K | $122K |
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: DDTN institutional holders, DDFM institutional holders.
Frequently asked questions
Do institutions hold both DDTN and DDFM?
13 Form 13F filers report positions in both, out of 52 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%.