UAPR vs DDFZ overlap
20 institutions report holding both UAPR and DDFZ.
UAPRDDFZ
Pick 2 to 4 ETFs.
We don’t have holdings for UAPR, DDFZ. 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.
20
institutions report holding both, of 120 holding any
UAPR34.2% of its 13F dollars, 23.0% of its 87 holders
DDFZ32.4% of its 13F dollars, 37.7% of its 53 holders
Largest institutions holding both
| Firm | UAPR | DDFZ |
|---|---|---|
| Commonwealth Equity Services, LLC | $5.1M | $11.3M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $6.5M |
| Osaic Holdings, Inc. | $4.7M | $19K |
| KFG Wealth Management, LLC | $4.5M | $196K |
| Ausdal Financial Partners, Inc. | $651K | $4.0M |
| Brookstone Capital Management | $3.2M | $325K |
| Centaurus Financial, Inc. | $565K | $2.7M |
| Envestnet Asset Management Inc. | $2.7M | $417K |
| Foundations Investment Advisors, LLC | $2.0M | $690K |
| Kestra Advisory Services, LLC | $1.3M | $601K |
| Susquehanna International Group, LLP | $1.4M | $397K |
| Cetera Investment Advisers | $1.1M | $681K |
| Archer Investment Corp | $423K | $1.2M |
| Trek Financial, LLC | $1.2M | $307K |
| Kovack Advisors, Inc. | $549K | $628K |
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: UAPR institutional holders, DDFZ institutional holders.
Frequently asked questions
Do institutions hold both UAPR and DDFZ?
20 Form 13F filers report positions in both, out of 120 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%.