ZAPR vs DDFJ overlap
13 institutions report holding both ZAPR and DDFJ.
ZAPRDDFJ
Pick 2 to 4 ETFs.
We don’t have holdings for ZAPR, DDFJ. 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.
13
institutions report holding both, of 98 holding any
ZAPR35.2% of its 13F dollars, 22.0% of its 59 holders
DDFJ32.3% of its 13F dollars, 25.0% of its 52 holders
Largest institutions holding both
| Firm | ZAPR | DDFJ |
|---|---|---|
| Kestra Advisory Services, LLC | $7.2M | $464K |
| Archer Investment Corp | $727K | $4.8M |
| Commonwealth Equity Services, LLC | $2.1M | $3.1M |
| Cambridge Investment Research Advisors, Inc. | $2.3M | $2.4M |
| Cetera Investment Advisers | $1.1M | $1.8M |
| Susquehanna International Group, LLP | $715K | $948K |
| Trek Financial, LLC | $361K | $610K |
| Independent Financial Group, LLC | $398K | $348K |
| Osaic Holdings, Inc. | $697K | $15K |
| Citadel Advisors LLC | $410K | $254K |
| Centaurus Financial, Inc. | $263K | $170K |
| DHJJ Financial Advisors, Ltd. | $69K | $289K |
| IFP Advisors, Inc | $1K | $9K |
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: ZAPR institutional holders, DDFJ institutional holders.
Frequently asked questions
Do institutions hold both ZAPR and DDFJ?
13 Form 13F filers report positions in both, out of 98 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%.