PBQQ vs DDFF overlap
6 institutions report holding both PBQQ and DDFF.
PBQQDDFF
Pick 2 to 4 ETFs.
We don’t have holdings for DDFF. 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.
6
institutions report holding both, of 55 holding any
PBQQ19.1% of its 13F dollars, 35.3% of its 17 holders
DDFF14.0% of its 13F dollars, 13.6% of its 44 holders
Largest institutions holding both
| Firm | PBQQ | DDFF |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $924K | $2.3M |
| Summit Financial, LLC | $1.9M | $409K |
| Cetera Investment Advisers | $1.1M | $970K |
| Old Mission Capital LLC | $1.0M | $836K |
| NewEdge Advisors, LLC | $1.3M | $210K |
| DHJJ Financial Advisors, Ltd. | $401K | $201K |
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: PBQQ institutional holders, DDFF institutional holders.
Frequently asked questions
Do institutions hold both PBQQ and DDFF?
6 Form 13F filers report positions in both, out of 55 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%.