HODL vs DJP overlap
29 institutions report holding both HODL and DJP.
HODLDJP
Pick 2 to 4 ETFs.
We don’t have holdings for HODL, DJP. 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.
29
institutions report holding both, of 238 holding any
HODL7.5% of its 13F dollars, 22.7% of its 128 holders
DJP9.4% of its 13F dollars, 20.9% of its 139 holders
Largest institutions holding both
| Firm | HODL | DJP |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $546K | $15.9M |
| Jane Street Group, LLC | $12.2M | $298K |
| Assetmark, Inc. | $11.6M | $2K |
| CoreCap Advisors, LLC | $1K | $8.5M |
| Commonwealth Equity Services, LLC | $816K | $6.3M |
| First Foundation Advisors | $383K | $6.4M |
| Susquehanna International Group, LLP | $4.3M | $1.6M |
| Chicago Partners Investment Group LLC | $1.9M | $3.1M |
| Steward Partners Investment Advisory, LLC | $4.1M | $17K |
| Morgan Stanley | $3K | $3.1M |
| Sanctuary Advisors, LLC | $1.1M | $380K |
| Envestnet Asset Management Inc. | $247K | $865K |
| Atria Investments, Inc | $214K | $849K |
| HighTower Advisors, LLC | $533K | $491K |
| IFP Advisors, Inc | $4K | $732K |
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: HODL institutional holders, DJP institutional holders.
Frequently asked questions
Do institutions hold both HODL and DJP?
29 Form 13F filers report positions in both, out of 238 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%.