QMMY vs DDFA overlap
12 institutions report holding both QMMY and DDFA.
QMMYDDFA
Pick 2 to 4 ETFs.
We don’t have holdings for QMMY, DDFA. 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.
12
institutions report holding both, of 89 holding any
QMMY21.4% of its 13F dollars, 18.5% of its 65 holders
DDFA13.8% of its 13F dollars, 33.3% of its 36 holders
Largest institutions holding both
| Firm | QMMY | DDFA |
|---|---|---|
| Cetera Investment Advisers | $6.0M | $633K |
| Commonwealth Equity Services, LLC | $3.3M | $2.0M |
| Envestnet Asset Management Inc. | $4.3M | $884K |
| Cambridge Investment Research Advisors, Inc. | $977K | $2.7M |
| HighTower Advisors, LLC | $501K | $1.4M |
| MML Investors Services, LLC | $829K | $827K |
| Benson Wealth Management INC | $5K | $1.6M |
| Susquehanna International Group, LLP | $595K | $837K |
| AE Wealth Management LLC | $1.0M | $8K |
| DHJJ Financial Advisors, Ltd. | $384K | $412K |
| Harbour Investments, Inc. | $429K | $136K |
| IFP Advisors, Inc | $210K | $325K |
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: QMMY institutional holders, DDFA institutional holders.
Frequently asked questions
Do institutions hold both QMMY and DDFA?
12 Form 13F filers report positions in both, out of 89 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%.