DDTZ vs DDSQ overlap
5 institutions report holding both DDTZ and DDSQ.
DDTZDDSQ
Pick 2 to 4 ETFs.
We don’t have holdings for DDTZ, DDSQ. 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.
5
institutions report holding both, of 39 holding any
DDTZ12.9% of its 13F dollars, 25.0% of its 20 holders
DDSQ15.6% of its 13F dollars, 20.8% of its 24 holders
Largest institutions holding both
| Firm | DDTZ | DDSQ |
|---|---|---|
| Commonwealth Equity Services, LLC | $5.5M | $509K |
| Centaurus Financial, Inc. | $399K | $3.8M |
| Cetera Investment Advisers | $241K | $3.3M |
| IFP Advisors, Inc | $137K | $6K |
| AE Wealth Management LLC | $17K | $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: DDTZ institutional holders, DDSQ institutional holders.
Frequently asked questions
Do institutions hold both DDTZ and DDSQ?
5 Form 13F filers report positions in both, out of 39 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%.