DLMY vs DDFN overlap
12 institutions report holding both DLMY and DDFN.
DLMYDDFN
Pick 2 to 4 ETFs.
We don’t have holdings for DLMY, DDFN. 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.
12
institutions report holding both, of 65 holding any
DLMY8.4% of its 13F dollars, 66.7% of its 18 holders
DDFN30.3% of its 13F dollars, 20.3% of its 59 holders
Largest institutions holding both
| Firm | DLMY | DDFN |
|---|---|---|
| Susquehanna International Group, LLP | $1.4M | $6.1M |
| Commonwealth Equity Services, LLC | $369K | $3.6M |
| Cambridge Investment Research Advisors, Inc. | $205K | $3.5M |
| Old Mission Capital LLC | $557K | $1.3M |
| Cetera Investment Advisers | $1.2M | $495K |
| Jane Street Group, LLC | $386K | $776K |
| Citadel Advisors LLC | $503K | $591K |
| Harbour Investments, Inc. | $10K | $712K |
| Diligent Investors, LLC | $299K | $261K |
| DHJJ Financial Advisors, Ltd. | $20K | $388K |
| IFP Advisors, Inc | $69K | $173K |
| UBS Group AG | $3K | $20K |
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: DLMY institutional holders, DDFN institutional holders.
Frequently asked questions
Do institutions hold both DLMY and DDFN?
12 Form 13F filers report positions in both, out of 65 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%.