MAYM vs DDTJ overlap
9 institutions report holding both MAYM and DDTJ.
MAYMDDTJ
Pick 2 to 4 ETFs.
We don’t have holdings for MAYM, DDTJ. 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.
9
institutions report holding both, of 36 holding any
MAYM48.2% of its 13F dollars, 39.1% of its 23 holders
DDTJ56.0% of its 13F dollars, 40.9% of its 22 holders
Largest institutions holding both
| Firm | MAYM | DDTJ |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.4M | $2.3M |
| Susquehanna International Group, LLP | $683K | $1.5M |
| Cetera Investment Advisers | $877K | $237K |
| AE Wealth Management LLC | $220K | $535K |
| Harbour Investments, Inc. | $628K | $91K |
| Arax Advisory Partners | $213K | $291K |
| Kestra Advisory Services, LLC | $251K | $216K |
| Barclays PLC | $165K | $14K |
| EverSource Wealth Advisors, LLC | $99K | $50K |
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: MAYM institutional holders, DDTJ institutional holders.
Frequently asked questions
Do institutions hold both MAYM and DDTJ?
9 Form 13F filers report positions in both, out of 36 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%.