DDTY vs DDNQ overlap
3 institutions report holding both DDTY and DDNQ.
DDTYDDNQ
Pick 2 to 4 ETFs.
We don’t have holdings for DDTY, DDNQ. 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.
3
institutions report holding both, of 24 holding any
DDTY24.1% of its 13F dollars, 21.4% of its 14 holders
DDNQ25.9% of its 13F dollars, 23.1% of its 13 holders
Largest institutions holding both
| Firm | DDTY | DDNQ |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.8M | $4.3M |
| Centaurus Financial, Inc. | $1.4M | $255K |
| Harbour Investments, Inc. | $34K | $3K |
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: DDTY institutional holders, DDNQ institutional holders.
Frequently asked questions
Do institutions hold both DDTY and DDNQ?
3 Form 13F filers report positions in both, out of 24 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%.