JULM vs DDTO overlap
9 institutions report holding both JULM and DDTO.
JULMDDTO
Pick 2 to 4 ETFs.
We don’t have holdings for JULM, DDTO. 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 48 holding any
JULM28.0% of its 13F dollars, 25.0% of its 36 holders
DDTO45.7% of its 13F dollars, 42.9% of its 21 holders
Largest institutions holding both
| Firm | JULM | DDTO |
|---|---|---|
| Commonwealth Equity Services, LLC | $663K | $2.8M |
| Susquehanna International Group, LLP | $801K | $544K |
| Cambridge Investment Research Advisors, Inc. | $240K | $754K |
| Old Mission Capital LLC | $453K | $489K |
| IFP Advisors, Inc | $454K | $108K |
| Barclays PLC | $199K | $13K |
| JPMorgan Chase & Co | $95K | $40K |
| Osaic Holdings, Inc. | $77K | $30K |
| UBS Group AG | $32K | $36K |
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: JULM institutional holders, DDTO institutional holders.
Frequently asked questions
Do institutions hold both JULM and DDTO?
9 Form 13F filers report positions in both, out of 48 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%.