XMAR vs DDFD overlap
20 institutions report holding both XMAR and DDFD.
XMARDDFD
Pick 2 to 4 ETFs.
We don’t have holdings for XMAR, 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.
20
institutions report holding both, of 107 holding any
XMAR52.1% of its 13F dollars, 28.2% of its 71 holders
DDFD34.7% of its 13F dollars, 35.7% of its 56 holders
Largest institutions holding both
| Firm | XMAR | DDFD |
|---|---|---|
| Osaic Holdings, Inc. | $10.7M | $6.2M |
| Envestnet Asset Management Inc. | $9.1M | $6.6M |
| Cetera Investment Advisers | $12.8M | $1.0M |
| Commonwealth Equity Services, LLC | $9.1M | $3.6M |
| MML Investors Services, LLC | $1.9M | $6.6M |
| Aptus Capital Advisors, LLC | $6.2M | $112K |
| Cambridge Investment Research Advisors, Inc. | $274K | $4.8M |
| Kestra Advisory Services, LLC | $4.1M | $1.0M |
| Susquehanna International Group, LLP | $748K | $3.5M |
| Brookstone Capital Management | $1.2M | $1.7M |
| Harbour Investments, Inc. | $1.7M | $341K |
| First Heartland Consultants, Inc. | $315K | $965K |
| Independent Financial Group, LLC | $262K | $999K |
| Summit Financial, LLC | $476K | $275K |
| Merit Financial Group, LLC | $237K | $494K |
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: XMAR institutional holders, DDFD institutional holders.
Frequently asked questions
Do institutions hold both XMAR and DDFD?
20 Form 13F filers report positions in both, out of 107 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%.