ZAPR vs DDFL overlap
15 institutions report holding both ZAPR and DDFL.
ZAPRDDFL
Pick 2 to 4 ETFs.
We don’t have holdings for ZAPR, DDFL. 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.
15
institutions report holding both, of 94 holding any
ZAPR41.1% of its 13F dollars, 25.4% of its 59 holders
DDFL42.0% of its 13F dollars, 30.0% of its 50 holders
Largest institutions holding both
| Firm | ZAPR | DDFL |
|---|---|---|
| Kestra Advisory Services, LLC | $7.2M | $577K |
| Centaurus Financial, Inc. | $263K | $7.4M |
| Commonwealth Equity Services, LLC | $2.1M | $3.8M |
| Farther Finance Advisors, LLC | $1.4M | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $2.3M | $782K |
| KFG Wealth Management, LLC | $1.3M | $943K |
| Cetera Investment Advisers | $1.1M | $972K |
| World Investment Advisors | $1.0M | $967K |
| Susquehanna International Group, LLP | $715K | $868K |
| Envestnet Asset Management Inc. | $526K | $545K |
| Citadel Advisors LLC | $410K | $337K |
| MML Investors Services, LLC | $514K | $211K |
| Evolution Wealth Management Inc. | $130K | $155K |
| DHJJ Financial Advisors, Ltd. | $69K | $77K |
| IFP Advisors, Inc | $1K | $3K |
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, DDFL institutional holders.
Frequently asked questions
Do institutions hold both ZAPR and DDFL?
15 Form 13F filers report positions in both, out of 94 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%.