YMAR vs DDFA overlap
12 institutions report holding both YMAR and DDFA.
YMARDDFA
Pick 2 to 4 ETFs.
We don’t have holdings for YMAR, DDFA. 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.
12
institutions report holding both, of 93 holding any
YMAR24.5% of its 13F dollars, 17.4% of its 69 holders
DDFA15.6% of its 13F dollars, 33.3% of its 36 holders
Largest institutions holding both
| Firm | YMAR | DDFA |
|---|---|---|
| Commonwealth Equity Services, LLC | $10.8M | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $2.7M |
| Cetera Investment Advisers | $3.3M | $633K |
| Brookstone Capital Management | $535K | $2.9M |
| Centaurus Financial, Inc. | $265K | $1.8M |
| Silver Oak Securities, Incorporated | $1.2M | $678K |
| Envestnet Asset Management Inc. | $491K | $884K |
| Susquehanna International Group, LLP | $273K | $837K |
| DHJJ Financial Advisors, Ltd. | $293K | $412K |
| IFP Advisors, Inc | $188K | $325K |
| Harbour Investments, Inc. | $95K | $136K |
| AE Wealth Management LLC | $201 | $8K |
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: YMAR institutional holders, DDFA institutional holders.
Frequently asked questions
Do institutions hold both YMAR and DDFA?
12 Form 13F filers report positions in both, out of 93 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%.