XJUL vs DDFM overlap
10 institutions report holding both XJUL and DDFM.
XJULDDFM
Pick 2 to 4 ETFs.
We don’t have holdings for XJUL, DDFM. 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.
10
institutions report holding both, of 76 holding any
XJUL48.0% of its 13F dollars, 22.7% of its 44 holders
DDFM37.4% of its 13F dollars, 23.8% of its 42 holders
Largest institutions holding both
| Firm | XJUL | DDFM |
|---|---|---|
| Osaic Holdings, Inc. | $5.0M | $5.9M |
| Commonwealth Equity Services, LLC | $2.3M | $3.1M |
| Kestra Advisory Services, LLC | $2.1M | $776K |
| Susquehanna International Group, LLP | $2.0M | $349K |
| Cetera Investment Advisers | $1.6M | $746K |
| Old Mission Capital LLC | $956K | $205K |
| IFP Advisors, Inc | $477K | $62K |
| Barclays PLC | $206K | $200K |
| DHJJ Financial Advisors, Ltd. | $62K | $339K |
| Aptus Capital Advisors, LLC | $239K | $37K |
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: XJUL institutional holders, DDFM institutional holders.
Frequently asked questions
Do institutions hold both XJUL and DDFM?
10 Form 13F filers report positions in both, out of 76 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%.