MAYZ vs DDTN overlap
4 institutions report holding both MAYZ and DDTN.
MAYZDDTN
Pick 2 to 4 ETFs.
We don’t have holdings for DDTN. 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.
4
institutions report holding both, of 30 holding any
MAYZ4.5% of its 13F dollars, 36.4% of its 11 holders
DDTN10.5% of its 13F dollars, 17.4% of its 23 holders
Largest institutions holding both
| Firm | MAYZ | DDTN |
|---|---|---|
| Commonwealth Equity Services, LLC | $723K | $1.2M |
| AE Wealth Management LLC | $2K | $1.7M |
| Old Mission Capital LLC | $700K | $438K |
| DHJJ Financial Advisors, Ltd. | $8K | $51K |
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: MAYZ institutional holders, DDTN institutional holders.
Frequently asked questions
Do institutions hold both MAYZ and DDTN?
4 Form 13F filers report positions in both, out of 30 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%.