RFLR vs DDFN overlap
10 institutions report holding both RFLR and DDFN.
RFLRDDFN
Pick 2 to 4 ETFs.
We don’t have holdings for RFLR, 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.
10
institutions report holding both, of 84 holding any
RFLR13.5% of its 13F dollars, 28.6% of its 35 holders
DDFN23.8% of its 13F dollars, 16.9% of its 59 holders
Largest institutions holding both
| Firm | RFLR | DDFN |
|---|---|---|
| Susquehanna International Group, LLP | $2.4M | $6.1M |
| Commonwealth Equity Services, LLC | $978K | $3.6M |
| Osaic Holdings, Inc. | $1.7M | $960K |
| Brookstone Capital Management | $1.1M | $568K |
| Kingsview Wealth Management, LLC | $551K | $504K |
| AE Wealth Management LLC | $20K | $1.0M |
| Harbour Investments, Inc. | $235K | $712K |
| Capital Investment Advisory Services, LLC | $479K | $458K |
| Farther Finance Advisors, LLC | $402K | $30K |
| CoreCap Advisors, LLC | $51K | $138K |
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: RFLR institutional holders, DDFN institutional holders.
Frequently asked questions
Do institutions hold both RFLR and DDFN?
10 Form 13F filers report positions in both, out of 84 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%.