IMAR vs DDFZ overlap
18 institutions report holding both IMAR and DDFZ.
IMARDDFZ
Pick 2 to 4 ETFs.
We don’t have holdings for IMAR, 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.
18
institutions report holding both, of 107 holding any
IMAR46.6% of its 13F dollars, 25.0% of its 72 holders
DDFZ73.7% of its 13F dollars, 34.0% of its 53 holders
Largest institutions holding both
| Firm | IMAR | DDFZ |
|---|---|---|
| Gradient Investments LLC | $25.6M | $42.5M |
| Commonwealth Equity Services, LLC | $2.3M | $11.3M |
| Cambridge Investment Research Advisors, Inc. | $1.0M | $6.5M |
| NewEdge Advisors, LLC | $510K | $4.6M |
| Harbour Investments, Inc. | $4.4M | $232K |
| Cetera Investment Advisers | $3.1M | $681K |
| Captrust Financial Advisors | $700K | $1.9M |
| Envestnet Asset Management Inc. | $2.1M | $417K |
| Susquehanna International Group, LLP | $1.8M | $397K |
| Kestra Advisory Services, LLC | $1.1M | $601K |
| Osaic Holdings, Inc. | $1.5M | $19K |
| Old Mission Capital LLC | $387K | $797K |
| IFP Advisors, Inc | $452K | $413K |
| Brown Financial Advisors | $296K | $491K |
| Trek Financial, LLC | $306K | $307K |
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: IMAR institutional holders, DDFZ institutional holders.
Frequently asked questions
Do institutions hold both IMAR and DDFZ?
18 Form 13F filers report positions in both, out of 107 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%.