FEBU vs DDTL overlap
9 institutions report holding both FEBU and DDTL.
FEBUDDTL
Pick 2 to 4 ETFs.
We don’t have holdings for FEBU, DDTL. 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.
9
institutions report holding both, of 49 holding any
FEBU18.5% of its 13F dollars, 42.9% of its 21 holders
DDTL24.8% of its 13F dollars, 24.3% of its 37 holders
Largest institutions holding both
| Firm | FEBU | DDTL |
|---|---|---|
| Commonwealth Equity Services, LLC | $747K | $8.2M |
| Stratos Wealth Advisors, LLC | $5.3M | $781K |
| Susquehanna International Group, LLP | $684K | $458K |
| CreativeOne Wealth, LLC | $454K | $484K |
| Cetera Investment Advisers | $245K | $443K |
| Harbour Investments, Inc. | $358K | $99K |
| Farther Finance Advisors, LLC | $296K | $64K |
| IFP Advisors, Inc | $16K | $291K |
| Osaic Holdings, Inc. | $56K | $208K |
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: FEBU institutional holders, DDTL institutional holders.
Frequently asked questions
Do institutions hold both FEBU and DDTL?
9 Form 13F filers report positions in both, out of 49 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%.