XV vs DDIV overlap
4 institutions report holding both XV and DDIV.
XVDDIV
Pick 2 to 4 ETFs.
We don’t have holdings for XV. 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.
4
institutions report holding both, of 58 holding any
XV15.8% of its 13F dollars, 20.0% of its 20 holders
DDIV1.5% of its 13F dollars, 9.5% of its 42 holders
Largest institutions holding both
| Firm | XV | DDIV |
|---|---|---|
| Envestnet Asset Management Inc. | $6.5M | $244K |
| Janney Montgomery Scott LLC | $863K | $213K |
| Harbour Investments, Inc. | $5K | $242K |
| Wells Fargo & Company | $28 | $65 |
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: XV institutional holders, DDIV institutional holders.
Frequently asked questions
Do institutions hold both XV and DDIV?
4 Form 13F filers report positions in both, out of 58 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%.