XNOV vs DDFS overlap
11 institutions report holding both XNOV and DDFS.
XNOVDDFS
Pick 2 to 4 ETFs.
We don’t have holdings for XNOV, DDFS. 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 67 holding any
XNOV59.0% of its 13F dollars, 32.4% of its 34 holders
DDFS45.8% of its 13F dollars, 25.0% of its 44 holders
Largest institutions holding both
| Firm | XNOV | DDFS |
|---|---|---|
| Envestnet Asset Management Inc. | $7.2M | $628K |
| Osaic Holdings, Inc. | $1.7M | $6.0M |
| Cetera Investment Advisers | $4.4M | $1.2M |
| Commonwealth Equity Services, LLC | $1.6M | $2.9M |
| Susquehanna International Group, LLP | $366K | $1.2M |
| Aptus Capital Advisors, LLC | $1.1M | $258K |
| Harbour Investments, Inc. | $380K | $710K |
| HRT Financial LP | $296K | $519K |
| IFP Advisors, Inc | $238K | $55K |
| Barclays PLC | $174K | $25K |
| DHJJ Financial Advisors, Ltd. | $81K | $111K |
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: XNOV institutional holders, DDFS institutional holders.
Frequently asked questions
Do institutions hold both XNOV and DDFS?
11 Form 13F filers report positions in both, out of 67 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%.