NJUN vs DHDG overlap
11 institutions report holding both NJUN and DHDG.
NJUNDHDG
Pick 2 to 4 ETFs.
We don’t have holdings for NJUN, DHDG. 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.
11
institutions report holding both, of 88 holding any
NJUN13.6% of its 13F dollars, 16.4% of its 67 holders
DHDG6.2% of its 13F dollars, 34.4% of its 32 holders
Largest institutions holding both
| Firm | NJUN | DHDG |
|---|---|---|
| Cetera Investment Advisers | $3.7M | $2.4M |
| Osaic Holdings, Inc. | $5.5M | $5K |
| LPL Financial LLC | $2.8M | $249K |
| Susquehanna International Group, LLP | $811K | $1.7M |
| Old Mission Capital LLC | $833K | $706K |
| Capital Investment Advisory Services, LLC | $33K | $1.4M |
| MML Investors Services, LLC | $783K | $302K |
| Envestnet Asset Management Inc. | $764K | $302K |
| AE Wealth Management LLC | $769K | $54K |
| Arax Advisory Partners | $319K | $304K |
| Triumph Capital Management | $160K | $7K |
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: NJUN institutional holders, DHDG institutional holders.
Frequently asked questions
Do institutions hold both NJUN and DHDG?
11 Form 13F filers report positions in both, out of 88 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%.