XBJL vs DDFJ overlap
13 institutions report holding both XBJL and DDFJ.
XBJLDDFJ
Pick 2 to 4 ETFs.
We don’t have holdings for XBJL, DDFJ. 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 79 holding any
XBJL39.5% of its 13F dollars, 32.5% of its 40 holders
DDFJ21.6% of its 13F dollars, 25.0% of its 52 holders
Largest institutions holding both
| Firm | XBJL | DDFJ |
|---|---|---|
| Cetera Investment Advisers | $9.6M | $1.8M |
| Welch Financial Planning, LLC | $1.7M | $3.0M |
| Commonwealth Equity Services, LLC | $849K | $3.1M |
| Osaic Holdings, Inc. | $3.5M | $15K |
| Susquehanna International Group, LLP | $827K | $948K |
| Kestra Advisory Services, LLC | $1.3M | $464K |
| Visionary Wealth Advisors | $410K | $241K |
| Centaurus Financial, Inc. | $365K | $170K |
| DHJJ Financial Advisors, Ltd. | $185K | $289K |
| Steward Partners Investment Advisory, LLC | $87K | $20K |
| Barclays PLC | $82K | $20 |
| IFP Advisors, Inc | $30K | $9K |
| AE Wealth Management LLC | $3K | $29K |
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: XBJL institutional holders, DDFJ institutional holders.
Frequently asked questions
Do institutions hold both XBJL and DDFJ?
13 Form 13F filers report positions in both, out of 79 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%.