TDEC vs DDTJ overlap
4 institutions report holding both TDEC and DDTJ.
TDECDDTJ
Pick 2 to 4 ETFs.
We don’t have holdings for TDEC, DDTJ. 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.
4
institutions report holding both, of 35 holding any
TDEC22.9% of its 13F dollars, 23.5% of its 17 holders
DDTJ20.2% of its 13F dollars, 18.2% of its 22 holders
Largest institutions holding both
| Firm | TDEC | DDTJ |
|---|---|---|
| Susquehanna International Group, LLP | $665K | $1.5M |
| Cetera Investment Advisers | $1.4M | $237K |
| IFP Advisors, Inc | $33K | $94K |
| Capital Analysts, LLC | $52K | $48K |
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: TDEC institutional holders, DDTJ institutional holders.
Frequently asked questions
Do institutions hold both TDEC and DDTJ?
4 Form 13F filers report positions in both, out of 35 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%.