DUKZ vs AIFD overlap
7 institutions report holding both DUKZ and AIFD.
DUKZAIFD
Pick 2 to 4 ETFs.
We don’t have holdings for DUKZ. 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 42 holding any
DUKZ40.1% of its 13F dollars, 41.2% of its 17 holders
AIFD21.4% of its 13F dollars, 21.9% of its 32 holders
Largest institutions holding both
| Firm | DUKZ | AIFD |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $6.7M | $1.9M |
| Envestnet Asset Management Inc. | $6.0M | $1.1M |
| Commonwealth Equity Services, LLC | $2.5M | $4.0M |
| Mutual Advisors, LLC | $793K | $555K |
| Susquehanna International Group, LLP | $350K | $870K |
| Osaic Holdings, Inc. | $256K | $578K |
| Harbour Investments, Inc. | $2K | $34K |
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: DUKZ institutional holders, AIFD institutional holders.
Frequently asked questions
Do institutions hold both DUKZ and AIFD?
7 Form 13F filers report positions in both, out of 42 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%.