NMAR vs DDFO overlap
14 institutions report holding both NMAR and DDFO.
NMARDDFO
Pick 2 to 4 ETFs.
We don’t have holdings for NMAR, DDFO. 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.
14
institutions report holding both, of 90 holding any
NMAR17.6% of its 13F dollars, 31.1% of its 45 holders
DDFO23.0% of its 13F dollars, 23.7% of its 59 holders
Largest institutions holding both
| Firm | NMAR | DDFO |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.6M | $6.2M |
| Susquehanna International Group, LLP | $4.3M | $2.5M |
| Cetera Investment Advisers | $4.9M | $1.5M |
| Cambridge Investment Research Advisors, Inc. | $594K | $2.7M |
| Osaic Holdings, Inc. | $688K | $1.1M |
| AE Wealth Management LLC | $226K | $1.5M |
| Harbour Investments, Inc. | $12K | $1.3M |
| NewEdge Advisors, LLC | $850K | $301K |
| Old Mission Capital LLC | $388K | $535K |
| IFP Advisors, Inc | $129K | $655K |
| DHJJ Financial Advisors, Ltd. | $261K | $522K |
| Merit Financial Group, LLC | $465K | $243K |
| Integrity Alliance, LLC. | $236K | $298K |
| UBS Group AG | $32 | $22K |
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: NMAR institutional holders, DDFO institutional holders.
Frequently asked questions
Do institutions hold both NMAR and DDFO?
14 Form 13F filers report positions in both, out of 90 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%.