YOLO vs DFII overlap
7 institutions report holding both YOLO and DFII.
YOLODFII
Pick 2 to 4 ETFs.
We don’t have holdings for DFII. 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.
7
institutions report holding both, of 71 holding any
YOLO36.2% of its 13F dollars, 12.5% of its 56 holders
DFII8.6% of its 13F dollars, 31.8% of its 22 holders
Largest institutions holding both
| Firm | YOLO | DFII |
|---|---|---|
| Old Mission Capital LLC | $1.8M | $121K |
| Jane Street Group, LLC | $452K | $170K |
| Susquehanna International Group, LLP | $56K | $196K |
| Harbour Investments, Inc. | $954 | $40K |
| Osaic Holdings, Inc. | $12K | $6K |
| UBS Group AG | $14 | $13K |
| Integrated Wealth Concepts LLC | $2K | $10K |
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: YOLO institutional holders, DFII institutional holders.
Frequently asked questions
Do institutions hold both YOLO and DFII?
7 Form 13F filers report positions in both, out of 71 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%.