PHEQ vs DHDG overlap
5 institutions report holding both PHEQ and DHDG.
PHEQDHDG
Pick 2 to 4 ETFs.
We don’t have holdings for 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.
5
institutions report holding both, of 43 holding any
PHEQ11.7% of its 13F dollars, 31.3% of its 16 holders
DHDG6.8% of its 13F dollars, 15.6% of its 32 holders
Largest institutions holding both
| Firm | PHEQ | DHDG |
|---|---|---|
| LPL Financial LLC | $10.7M | $249K |
| Farther Finance Advisors, LLC | $40K | $5.3M |
| Susquehanna International Group, LLP | $1.5M | $1.7M |
| Old Mission Capital LLC | $866K | $706K |
| Osaic Holdings, Inc. | $931K | $5K |
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: PHEQ institutional holders, DHDG institutional holders.
Frequently asked questions
Do institutions hold both PHEQ and DHDG?
5 Form 13F filers report positions in both, out of 43 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%.