KSEP vs DDTS overlap
7 institutions report holding both KSEP and DDTS.
KSEPDDTS
Pick 2 to 4 ETFs.
We don’t have holdings for KSEP, DDTS. 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.
7
institutions report holding both, of 46 holding any
KSEP28.3% of its 13F dollars, 22.6% of its 31 holders
DDTS32.2% of its 13F dollars, 31.8% of its 22 holders
Largest institutions holding both
| Firm | KSEP | DDTS |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.7M | $1.2M |
| Susquehanna International Group, LLP | $844K | $1.7M |
| Visionary Wealth Advisors | $218K | $582K |
| Citadel Advisors LLC | $343K | $420K |
| FreeGulliver LLC | $343K | $301K |
| IFP Advisors, Inc | $104K | $11K |
| Harbour Investments, Inc. | $35K | $11K |
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, DDTS institutional holders.
Frequently asked questions
Do institutions hold both KSEP and DDTS?
7 Form 13F filers report positions in both, out of 46 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%.