IVVB vs DDFZ overlap
8 institutions report holding both IVVB and DDFZ.
IVVBDDFZ
Pick 2 to 4 ETFs.
We don’t have holdings for IVVB, 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.
8
institutions report holding both, of 75 holding any
IVVB14.3% of its 13F dollars, 26.7% of its 30 holders
DDFZ8.5% of its 13F dollars, 15.1% of its 53 holders
Largest institutions holding both
| Firm | IVVB | DDFZ |
|---|---|---|
| Captrust Financial Advisors | $9.4M | $1.9M |
| NewEdge Advisors, LLC | $773K | $4.6M |
| Susquehanna International Group, LLP | $2.7M | $397K |
| Cetera Investment Advisers | $615K | $681K |
| Harbour Investments, Inc. | $229K | $232K |
| IFP Advisors, Inc | $12K | $413K |
| Osaic Holdings, Inc. | $27K | $19K |
| AE Wealth Management LLC | $5K | $23K |
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: IVVB institutional holders, DDFZ institutional holders.
Frequently asked questions
Do institutions hold both IVVB and DDFZ?
8 Form 13F filers report positions in both, out of 75 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%.