IMAR vs DMAX overlap
13 institutions report holding both IMAR and DMAX.
IMARDMAX
Pick 2 to 4 ETFs.
We don’t have holdings for IMAR. 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.
13
institutions report holding both, of 105 holding any
IMAR24.9% of its 13F dollars, 18.1% of its 72 holders
DMAX12.4% of its 13F dollars, 28.3% of its 46 holders
Largest institutions holding both
| Firm | IMAR | DMAX |
|---|---|---|
| Creative Planning | $7.9M | $750K |
| Raymond James Financial Inc. | $386K | $4.6M |
| Envestnet Asset Management Inc. | $2.1M | $2.5M |
| Harbour Investments, Inc. | $4.4M | $46K |
| Cetera Investment Advisers | $3.1M | $995K |
| Commonwealth Equity Services, LLC | $2.3M | $370K |
| Kestra Advisory Services, LLC | $1.1M | $1.5M |
| Susquehanna International Group, LLP | $1.8M | $729K |
| Old Mission Capital LLC | $387K | $329K |
| OneDigital Investment Advisors LLC | $426K | $235K |
| IFP Advisors, Inc | $452K | $2K |
| Farther Finance Advisors, LLC | $15K | $64K |
| AE Wealth Management LLC | $5K | $6K |
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, DMAX institutional holders.
Frequently asked questions
Do institutions hold both IMAR and DMAX?
13 Form 13F filers report positions in both, out of 105 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%.