DLNV vs DDTY overlap
2 institutions report holding both DLNV and DDTY.
DLNVDDTY
Pick 2 to 4 ETFs.
We don’t have holdings for DLNV, DDTY. 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.
2
institutions report holding both, of 23 holding any
DLNV13.9% of its 13F dollars, 18.2% of its 11 holders
DDTY16.1% of its 13F dollars, 14.3% of its 14 holders
Largest institutions holding both
| Firm | DLNV | DDTY |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.2M | $2.8M |
| Integrated Wealth Concepts LLC | $181K | $10K |
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: DLNV institutional holders, DDTY institutional holders.
Frequently asked questions
Do institutions hold both DLNV and DDTY?
2 Form 13F filers report positions in both, out of 23 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%.