XJUL vs DDTN overlap
11 institutions report holding both XJUL and DDTN.
XJULDDTN
Pick 2 to 4 ETFs.
We don’t have holdings for XJUL, DDTN. 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.
11
institutions report holding both, of 56 holding any
XJUL43.5% of its 13F dollars, 25.0% of its 44 holders
DDTN16.7% of its 13F dollars, 47.8% of its 23 holders
Largest institutions holding both
| Firm | XJUL | DDTN |
|---|---|---|
| Osaic Holdings, Inc. | $5.0M | $114K |
| Susquehanna International Group, LLP | $2.0M | $2.3M |
| Commonwealth Equity Services, LLC | $2.3M | $1.2M |
| Envestnet Asset Management Inc. | $1.4M | $276K |
| Old Mission Capital LLC | $956K | $438K |
| Steward Partners Investment Advisory, LLC | $745K | $65K |
| IFP Advisors, Inc | $477K | $313K |
| JPMorgan Chase & Co | $129K | $404K |
| UBS Group AG | $262K | $78K |
| Barclays PLC | $206K | $47K |
| DHJJ Financial Advisors, Ltd. | $62K | $51K |
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, DDTN institutional holders.
Frequently asked questions
Do institutions hold both XJUL and DDTN?
11 Form 13F filers report positions in both, out of 56 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%.