XMAR vs DHDG overlap
14 institutions report holding both XMAR and DHDG.
XMARDHDG
Pick 2 to 4 ETFs.
We don’t have holdings for XMAR, DHDG. 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.
14
institutions report holding both, of 89 holding any
XMAR35.2% of its 13F dollars, 19.7% of its 71 holders
DHDG17.1% of its 13F dollars, 43.8% of its 32 holders
Largest institutions holding both
| Firm | XMAR | DHDG |
|---|---|---|
| Cetera Investment Advisers | $12.8M | $2.4M |
| Osaic Holdings, Inc. | $10.7M | $5K |
| Envestnet Asset Management Inc. | $9.1M | $302K |
| Atria Investments, Inc | $448K | $4.7M |
| Gallagher Fiduciary Advisors, LLC | $231K | $4.9M |
| Arkadios Wealth Advisors | $1.3M | $3.9M |
| LPL Financial LLC | $2.2M | $249K |
| Susquehanna International Group, LLP | $748K | $1.7M |
| MML Investors Services, LLC | $1.9M | $302K |
| Capital Investment Advisory Services, LLC | $85K | $1.4M |
| HRT Financial LP | $274K | $341K |
| Triumph Capital Management | $256K | $7K |
| Barclays PLC | $196K | $50K |
| AE Wealth Management LLC | $12K | $54K |
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, DHDG institutional holders.
Frequently asked questions
Do institutions hold both XMAR and DHDG?
14 Form 13F filers report positions in both, out of 89 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%.