DLMY vs DLFE overlap
7 institutions report holding both DLMY and DLFE.
DLMYDLFE
Pick 2 to 4 ETFs.
We don’t have holdings for DLMY, DLFE. 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.
7
institutions report holding both, of 29 holding any
DLMY6.2% of its 13F dollars, 38.9% of its 18 holders
DLFE8.1% of its 13F dollars, 38.9% of its 18 holders
Largest institutions holding both
| Firm | DLMY | DLFE |
|---|---|---|
| Susquehanna International Group, LLP | $1.4M | $2.3M |
| RFG Advisory, LLC | $1.4M | $742K |
| Old Mission Capital LLC | $557K | $682K |
| Commonwealth Equity Services, LLC | $369K | $789K |
| Harbour Investments, Inc. | $10K | $497K |
| DHJJ Financial Advisors, Ltd. | $20K | $635 |
| UBS Group AG | $3K | $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: DLMY institutional holders, DLFE institutional holders.
Frequently asked questions
Do institutions hold both DLMY and DLFE?
7 Form 13F filers report positions in both, out of 29 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%.