RSSE vs DDFF overlap
12 institutions report holding both RSSE and DDFF.
RSSEDDFF
Pick 2 to 4 ETFs.
We don’t have holdings for RSSE, DDFF. 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 54 holding any
RSSE46.4% of its 13F dollars, 54.5% of its 22 holders
DDFF32.8% of its 13F dollars, 27.3% of its 44 holders
Largest institutions holding both
| Firm | RSSE | DDFF |
|---|---|---|
| Commonwealth Equity Services, LLC | $6.6M | $2.7M |
| Envestnet Asset Management Inc. | $5.0M | $541K |
| Cambridge Investment Research Advisors, Inc. | $345K | $2.3M |
| Cetera Investment Advisers | $1.5M | $970K |
| Susquehanna International Group, LLP | $796K | $1.1M |
| Brookstone Capital Management | $794K | $814K |
| Old Mission Capital LLC | $251K | $836K |
| Kestra Advisory Services, LLC | $230K | $816K |
| Harbour Investments, Inc. | $79K | $767K |
| Osaic Holdings, Inc. | $131K | $423K |
| Capital Analysts, LLC | $399K | $44K |
| DHJJ Financial Advisors, Ltd. | $30K | $201K |
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: RSSE institutional holders, DDFF institutional holders.
Frequently asked questions
Do institutions hold both RSSE and DDFF?
12 Form 13F filers report positions in both, out of 54 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%.