PSTP vs DDFZ overlap
14 institutions report holding both PSTP and DDFZ.
PSTPDDFZ
Pick 2 to 4 ETFs.
We don’t have holdings for PSTP, DDFZ. 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 93 holding any
PSTP46.7% of its 13F dollars, 25.9% of its 54 holders
DDFZ22.4% of its 13F dollars, 26.4% of its 53 holders
Largest institutions holding both
| Firm | PSTP | DDFZ |
|---|---|---|
| Commonwealth Equity Services, LLC | $11.7M | $11.3M |
| KFG Wealth Management, LLC | $9.1M | $196K |
| Cambridge Investment Research Advisors, Inc. | $430K | $6.5M |
| Osaic Holdings, Inc. | $6.2M | $19K |
| Cetera Investment Advisers | $5.1M | $681K |
| AE Wealth Management LLC | $5.7M | $23K |
| Envestnet Asset Management Inc. | $2.8M | $417K |
| Susquehanna International Group, LLP | $2.2M | $397K |
| Kestra Advisory Services, LLC | $1.2M | $601K |
| Old Mission Capital LLC | $733K | $797K |
| Harbour Investments, Inc. | $249K | $232K |
| IFP Advisors, Inc | $37 | $413K |
| Cape Investment Advisory, Inc. | $338K | $4K |
| DHJJ Financial Advisors, Ltd. | $368 | $194K |
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: PSTP institutional holders, DDFZ institutional holders.
Frequently asked questions
Do institutions hold both PSTP and DDFZ?
14 Form 13F filers report positions in both, out of 93 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%.