KOCT vs DDFD overlap
25 institutions report holding both KOCT and DDFD.
KOCTDDFD
Pick 2 to 4 ETFs.
We don’t have holdings for KOCT, DDFD. 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.
25
institutions report holding both, of 127 holding any
KOCT45.4% of its 13F dollars, 26.0% of its 96 holders
DDFD75.7% of its 13F dollars, 44.6% of its 56 holders
Largest institutions holding both
| Firm | KOCT | DDFD |
|---|---|---|
| Signaturefd, LLC | $244K | $25.3M |
| SageView Advisory Group, LLC | $6.1M | $10.2M |
| Creative Planning | $6.1M | $10.2M |
| Osaic Holdings, Inc. | $6.8M | $6.2M |
| Commonwealth Equity Services, LLC | $4.7M | $3.6M |
| Envestnet Asset Management Inc. | $1.4M | $6.6M |
| MML Investors Services, LLC | $358K | $6.6M |
| Principal Securities, Inc. | $6.2M | $354K |
| Cambridge Investment Research Advisors, Inc. | $1.4M | $4.8M |
| Cetera Investment Advisers | $5.1M | $1.0M |
| Susquehanna International Group, LLP | $2.6M | $3.5M |
| Kestra Advisory Services, LLC | $1.3M | $1.0M |
| Old Mission Capital LLC | $1.8M | $419K |
| DHJJ Financial Advisors, Ltd. | $1.9M | $239K |
| Independent Financial Group, LLC | $1.0M | $999K |
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: KOCT institutional holders, DDFD institutional holders.
Frequently asked questions
Do institutions hold both KOCT and DDFD?
25 Form 13F filers report positions in both, out of 127 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%.