TMAR vs DDTO overlap
5 institutions report holding both TMAR and DDTO.
TMARDDTO
Pick 2 to 4 ETFs.
We don’t have holdings for TMAR, DDTO. 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.
5
institutions report holding both, of 29 holding any
TMAR7.0% of its 13F dollars, 38.5% of its 13 holders
DDTO7.3% of its 13F dollars, 23.8% of its 21 holders
Largest institutions holding both
| Firm | TMAR | DDTO |
|---|---|---|
| Susquehanna International Group, LLP | $555K | $544K |
| IFP Advisors, Inc | $59K | $108K |
| JPMorgan Chase & Co | $37K | $40K |
| Osaic Holdings, Inc. | $45K | $30K |
| UBS Group AG | $13K | $36K |
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: TMAR institutional holders, DDTO institutional holders.
Frequently asked questions
Do institutions hold both TMAR and DDTO?
5 Form 13F filers report positions in both, out of 29 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%.