DMAX vs DDFZ overlap
12 institutions report holding both DMAX and DDFZ.
DMAXDDFZ
Pick 2 to 4 ETFs.
We don’t have holdings for DDFZ. 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 87 holding any
DMAX7.7% of its 13F dollars, 26.1% of its 46 holders
DDFZ22.4% of its 13F dollars, 22.6% of its 53 holders
Largest institutions holding both
| Firm | DMAX | DDFZ |
|---|---|---|
| Commonwealth Equity Services, LLC | $370K | $11.3M |
| Ausdal Financial Partners, Inc. | $537K | $4.0M |
| Envestnet Asset Management Inc. | $2.5M | $417K |
| Sigma Planning Corp | $214K | $2.3M |
| Kestra Advisory Services, LLC | $1.5M | $601K |
| Cetera Investment Advisers | $995K | $681K |
| Susquehanna International Group, LLP | $729K | $397K |
| Old Mission Capital LLC | $329K | $797K |
| Kovack Advisors, Inc. | $256K | $628K |
| IFP Advisors, Inc | $2K | $413K |
| Harbour Investments, Inc. | $46K | $232K |
| AE Wealth Management LLC | $6K | $23K |
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: DMAX institutional holders, DDFZ institutional holders.
Frequently asked questions
Do institutions hold both DMAX and DDFZ?
12 Form 13F filers report positions in both, out of 87 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%.