XBAP vs DDFD overlap
13 institutions report holding both XBAP and DDFD.
XBAPDDFD
Pick 2 to 4 ETFs.
We don’t have holdings for XBAP, DDFD. 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.
13
institutions report holding both, of 86 holding any
XBAP24.7% of its 13F dollars, 30.2% of its 43 holders
DDFD23.7% of its 13F dollars, 23.2% of its 56 holders
Largest institutions holding both
| Firm | XBAP | DDFD |
|---|---|---|
| Cetera Investment Advisers | $12.7M | $1.0M |
| Osaic Holdings, Inc. | $5.1M | $6.2M |
| Envestnet Asset Management Inc. | $1.4M | $6.6M |
| Susquehanna International Group, LLP | $3.2M | $3.5M |
| Centaurus Financial, Inc. | $814K | $3.5M |
| Commonwealth Equity Services, LLC | $642K | $3.6M |
| Kestra Advisory Services, LLC | $1.2M | $1.0M |
| Welch Financial Planning, LLC | $1.0M | $240K |
| Summit Financial, LLC | $581K | $275K |
| DHJJ Financial Advisors, Ltd. | $449K | $239K |
| Barclays PLC | $200K | $198K |
| IFP Advisors, Inc | $73K | $280K |
| AE Wealth Management LLC | $20K | $69K |
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: XBAP institutional holders, DDFD institutional holders.
Frequently asked questions
Do institutions hold both XBAP and DDFD?
13 Form 13F filers report positions in both, out of 86 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%.