KSPY vs DDFA overlap
5 institutions report holding both KSPY and DDFA.
KSPYDDFA
Pick 2 to 4 ETFs.
We don’t have holdings for DDFA. 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 51 holding any
KSPY15.6% of its 13F dollars, 25.0% of its 20 holders
DDFA6.0% of its 13F dollars, 13.9% of its 36 holders
Largest institutions holding both
| Firm | KSPY | DDFA |
|---|---|---|
| Envestnet Asset Management Inc. | $6.3M | $884K |
| Cetera Investment Advisers | $6.2M | $633K |
| Jane Street Group, LLC | $568K | $1.8M |
| HighTower Advisors, LLC | $275K | $1.4M |
| DHJJ Financial Advisors, Ltd. | $967 | $412K |
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: KSPY institutional holders, DDFA institutional holders.
Frequently asked questions
Do institutions hold both KSPY and DDFA?
5 Form 13F filers report positions in both, out of 51 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%.