RSDE vs DDFN overlap
13 institutions report holding both RSDE and DDFN.
RSDEDDFN
Pick 2 to 4 ETFs.
We don’t have holdings for RSDE, 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.
13
institutions report holding both, of 74 holding any
RSDE19.1% of its 13F dollars, 46.4% of its 28 holders
DDFN27.5% of its 13F dollars, 22.0% of its 59 holders
Largest institutions holding both
| Firm | RSDE | DDFN |
|---|---|---|
| Susquehanna International Group, LLP | $434K | $6.1M |
| Commonwealth Equity Services, LLC | $488K | $3.6M |
| Cetera Investment Advisers | $2.4M | $495K |
| Farther Finance Advisors, LLC | $2.4M | $30K |
| Osaic Holdings, Inc. | $1.4M | $960K |
| Old Mission Capital LLC | $977K | $1.3M |
| Diligent Investors, LLC | $1.3M | $261K |
| Sigma Planning Corp | $537K | $927K |
| Brookstone Capital Management | $793K | $568K |
| Kingsview Wealth Management, LLC | $309K | $504K |
| Harbour Investments, Inc. | $50K | $712K |
| Kestra Advisory Services, LLC | $239K | $342K |
| Capital Investment Advisory Services, LLC | $29K | $458K |
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: RSDE institutional holders, DDFN institutional holders.
Frequently asked questions
Do institutions hold both RSDE and DDFN?
13 Form 13F filers report positions in both, out of 74 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%.