MARU vs DDFM overlap
5 institutions report holding both MARU and DDFM.
MARUDDFM
Pick 2 to 4 ETFs.
We don’t have holdings for MARU, DDFM. 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 48 holding any
MARU16.1% of its 13F dollars, 45.5% of its 11 holders
DDFM13.1% of its 13F dollars, 11.9% of its 42 holders
Largest institutions holding both
| Firm | MARU | DDFM |
|---|---|---|
| Commonwealth Equity Services, LLC | $420K | $3.1M |
| ARS Wealth Advisors Group, LLC | $2.5M | $456K |
| Susquehanna International Group, LLP | $2.0M | $349K |
| Harbour Investments, Inc. | $65K | $122K |
| IFP Advisors, Inc | $920 | $62K |
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: MARU institutional holders, DDFM institutional holders.
Frequently asked questions
Do institutions hold both MARU and DDFM?
5 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%.