SFEB vs DDFJ overlap
11 institutions report holding both SFEB and DDFJ.
SFEBDDFJ
Pick 2 to 4 ETFs.
We don’t have holdings for SFEB, DDFJ. 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.
11
institutions report holding both, of 94 holding any
SFEB40.1% of its 13F dollars, 20.8% of its 53 holders
DDFJ21.7% of its 13F dollars, 21.1% of its 52 holders
Largest institutions holding both
| Firm | SFEB | DDFJ |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $4.4M | $2.4M |
| Commonwealth Equity Services, LLC | $3.1M | $3.1M |
| Cetera Investment Advisers | $3.0M | $1.8M |
| Osaic Holdings, Inc. | $4.2M | $15K |
| Kestra Advisory Services, LLC | $2.1M | $464K |
| Susquehanna International Group, LLP | $539K | $948K |
| Keystone Wealth Services, LLC | $550K | $327K |
| Sigma Planning Corp | $241K | $621K |
| Harbour Investments, Inc. | $529K | $247K |
| DHJJ Financial Advisors, Ltd. | $159K | $289K |
| Steward Partners Investment Advisory, LLC | $39K | $20K |
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: SFEB institutional holders, DDFJ institutional holders.
Frequently asked questions
Do institutions hold both SFEB and DDFJ?
11 Form 13F filers report positions in both, out of 94 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%.