PMFB vs DDTM overlap
4 institutions report holding both PMFB and DDTM.
PMFBDDTM
Pick 2 to 4 ETFs.
We don’t have holdings for PMFB, DDTM. 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 17 holding any
PMFB56.8% of its 13F dollars, 44.4% of its 9 holders
DDTM57.5% of its 13F dollars, 33.3% of its 12 holders
Largest institutions holding both
| Firm | PMFB | DDTM |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $904K | $404K |
| Commonwealth Equity Services, LLC | $343K | $803K |
| Kestra Advisory Services, LLC | $280K | $438K |
| DHJJ Financial Advisors, Ltd. | $18K | $11K |
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: PMFB institutional holders, DDTM institutional holders.
Frequently asked questions
Do institutions hold both PMFB and DDTM?
4 Form 13F filers report positions in both, out of 17 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%.