QMNV vs DDFY overlap
16 institutions report holding both QMNV and DDFY.
QMNVDDFY
Pick 2 to 4 ETFs.
We don’t have holdings for QMNV, DDFY. 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.
16
institutions report holding both, of 63 holding any
QMNV61.2% of its 13F dollars, 42.1% of its 38 holders
DDFY49.0% of its 13F dollars, 39.0% of its 41 holders
Largest institutions holding both
| Firm | QMNV | DDFY |
|---|---|---|
| MML Investors Services, LLC | $10.4M | $300K |
| Commonwealth Equity Services, LLC | $2.3M | $2.8M |
| Jane Street Group, LLC | $230K | $3.8M |
| Cetera Investment Advisers | $2.3M | $1.2M |
| Harbour Investments, Inc. | $202K | $3.1M |
| Cambridge Investment Research Advisors, Inc. | $828K | $1.5M |
| HighTower Advisors, LLC | $1.2M | $709K |
| Old Mission Capital LLC | $705K | $662K |
| Susquehanna International Group, LLP | $316K | $941K |
| Envestnet Asset Management Inc. | $845K | $310K |
| Kestra Advisory Services, LLC | $624K | $444K |
| IFP Advisors, Inc | $197K | $629K |
| Osaic Holdings, Inc. | $565K | $30K |
| Foundations Investment Advisors, LLC | $311K | $223K |
| DHJJ Financial Advisors, Ltd. | $40K | $196K |
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: QMNV institutional holders, DDFY institutional holders.
Frequently asked questions
Do institutions hold both QMNV and DDFY?
16 Form 13F filers report positions in both, out of 63 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%.