DLLL vs APPX overlap
9 institutions report holding both DLLL and APPX.
DLLLAPPX
Pick 2 to 4 ETFs.
We don’t have holdings for APPX. 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 22 holding any
DLLL75.6% of its 13F dollars, 52.9% of its 17 holders
APPX78.9% of its 13F dollars, 64.3% of its 14 holders
Largest institutions holding both
| Firm | DLLL | APPX |
|---|---|---|
| Susquehanna International Group, LLP | $2.5M | $1.7M |
| Optiver Holding B.V. | $1.0M | $2.5M |
| Flow Traders U.S. LLC | $1.3M | $1.2M |
| IMC-Chicago, LLC | $364K | $2.0M |
| Jump Financial, LLC | $1.5M | $767K |
| Belvedere Trading LLC | $909K | $437K |
| Simplex Trading, LLC | $922K | $140K |
| Hollencrest Capital Management | $101K | $40K |
| Tower Research Capital LLC (TRC) | $1K | $100K |
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: DLLL institutional holders, APPX institutional holders.
Frequently asked questions
Do institutions hold both DLLL and APPX?
9 Form 13F filers report positions in both, out of 22 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%.