RBUF vs DDTZ overlap
8 institutions report holding both RBUF and DDTZ.
RBUFDDTZ
Pick 2 to 4 ETFs.
We don’t have holdings for RBUF, DDTZ. 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.
8
institutions report holding both, of 49 holding any
RBUF22.7% of its 13F dollars, 21.6% of its 37 holders
DDTZ13.7% of its 13F dollars, 40.0% of its 20 holders
Largest institutions holding both
| Firm | RBUF | DDTZ |
|---|---|---|
| Commonwealth Equity Services, LLC | $338K | $5.5M |
| Centaurus Financial, Inc. | $5.3M | $399K |
| Cetera Investment Advisers | $3.7M | $241K |
| Kestra Advisory Services, LLC | $541K | $303K |
| AE Wealth Management LLC | $577K | $17K |
| Harbour Investments, Inc. | $485K | $29K |
| IFP Advisors, Inc | $11K | $137K |
| Woodard & Co Asset Management Group Inc. | $28K | $45K |
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: RBUF institutional holders, DDTZ institutional holders.
Frequently asked questions
Do institutions hold both RBUF and DDTZ?
8 Form 13F filers report positions in both, out of 49 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%.