DUKZ vs DFTT overlap
1 institutions report holding both DUKZ and DFTT.
DUKZDFTT
Pick 2 to 4 ETFs.
We don’t have holdings for DUKZ, DFTT. 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.
1
institutions report holding both, of 24 holding any
DUKZ14.5% of its 13F dollars, 5.9% of its 17 holders
DFTT59.7% of its 13F dollars, 12.5% of its 8 holders
Largest institutions holding both
| Firm | DUKZ | DFTT |
|---|---|---|
| Envestnet Asset Management Inc. | $6.0M | $25.0M |
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, DFTT institutional holders.
Frequently asked questions
Do institutions hold both DUKZ and DFTT?
1 Form 13F filers report positions in both, out of 24 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%.