TTEQ vs DJD overlap
TTEQ and DJD overlap 3.2% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TTEQ | DJD | Overlap |
|---|---|---|---|
| VISA Inc.-Class aV | 1.36% | 1.92% | 1.36% |
| Apple Inc.AAPL | 2.36% | 0.90% | 0.90% |
| Microsoft Corp.MSFT | 0.85% | 2.06% | 0.85% |
| Nvidia Corp.NVDA | 9.69% | 0.05% | 0.05% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: TTEQ, SEC Form N-PORT, June 30, 2026; DJD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TTEQ | DJD |
|---|---|---|
| LPL Financial LLC | $53.9M | $32.6M |
| Raymond James Financial Inc. | $13.8M | $2.6M |
| Integrated Wealth Concepts LLC | $5.0M | $4.6M |
| Jones Financial Companies LLLP | $6.3M | $946K |
| Cetera Investment Advisers | $3.2M | $2.7M |
| Envestnet Asset Management Inc. | $1.4M | $3.4M |
| Kestra Advisory Services, LLC | $2.0M | $2.6M |
| Stifel Financial Corp. | $2.7M | $842K |
| Janney Montgomery Scott LLC | $2.1M | $1.4M |
| Osaic Holdings, Inc. | $484K | $2.7M |
| Commonwealth Equity Services, LLC | $249K | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $736K |
| Essex Financial Services, Inc. | $298K | $354K |
| Morgan Stanley | $446 | $135K |
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: TTEQ institutional holders, DJD institutional holders.
Frequently asked questions
How much do TTEQ and DJD overlap?
3.2% by weight, with 4 holdings in common, using holdings for TTEQ as of June 30, 2026 and DJD as of July 31, 2026. The largest shared position is V.
Do institutions hold both TTEQ and DJD?
14 Form 13F filers report positions in both, out of 129 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%.