PSFJ vs DDFN overlap
6 institutions report holding both PSFJ and DDFN.
PSFJDDFN
Pick 2 to 4 ETFs.
We don’t have holdings for PSFJ, DDFN. 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 66 holding any
PSFJ12.7% of its 13F dollars, 46.1% of its 13 holders
DDFN5.8% of its 13F dollars, 10.2% of its 59 holders
Largest institutions holding both
| Firm | PSFJ | DDFN |
|---|---|---|
| Cetera Investment Advisers | $5.2M | $495K |
| Osaic Holdings, Inc. | $937K | $960K |
| World Equity Group, Inc. | $811K | $603K |
| Citadel Advisors LLC | $455K | $591K |
| Jane Street Group, LLC | $230K | $776K |
| UBS Group AG | $21K | $20K |
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: PSFJ institutional holders, DDFN institutional holders.
Frequently asked questions
Do institutions hold both PSFJ and DDFN?
6 Form 13F filers report positions in both, out of 66 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%.