KSEP vs DDTF overlap
5 institutions report holding both KSEP and DDTF.
KSEPDDTF
Pick 2 to 4 ETFs.
We don’t have holdings for KSEP, DDTF. 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.
5
institutions report holding both, of 45 holding any
KSEP24.6% of its 13F dollars, 16.1% of its 31 holders
DDTF33.7% of its 13F dollars, 26.3% of its 19 holders
Largest institutions holding both
| Firm | KSEP | DDTF |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.7M | $1.9M |
| Susquehanna International Group, LLP | $844K | $2.0M |
| Citadel Advisors LLC | $343K | $216K |
| Capital Analysts, LLC | $173K | $10K |
| Atlantic Private Wealth, LLC | $62K | $40K |
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: KSEP institutional holders, DDTF institutional holders.
Frequently asked questions
Do institutions hold both KSEP and DDTF?
5 Form 13F filers report positions in both, out of 45 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%.