ZJUN vs DDFZ overlap
22 institutions report holding both ZJUN and DDFZ.
ZJUNDDFZ
Pick 2 to 4 ETFs.
We don’t have holdings for ZJUN, DDFZ. 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.
22
institutions report holding both, of 114 holding any
ZJUN50.3% of its 13F dollars, 26.5% of its 83 holders
DDFZ37.4% of its 13F dollars, 41.5% of its 53 holders
Largest institutions holding both
| Firm | ZJUN | DDFZ |
|---|---|---|
| NewEdge Advisors, LLC | $14.9M | $4.6M |
| Cambridge Investment Research Advisors, Inc. | $8.3M | $6.5M |
| Commonwealth Equity Services, LLC | $3.0M | $11.3M |
| AE Wealth Management LLC | $9.7M | $23K |
| Ausdal Financial Partners, Inc. | $417K | $4.0M |
| Centaurus Financial, Inc. | $710K | $2.7M |
| Envestnet Asset Management Inc. | $2.5M | $417K |
| Kestra Advisory Services, LLC | $2.2M | $601K |
| Osaic Holdings, Inc. | $2.1M | $19K |
| Archer Investment Corp | $816K | $1.2M |
| Cetera Investment Advisers | $1.3M | $681K |
| Old Mission Capital LLC | $507K | $797K |
| Jane Street Group, LLC | $232K | $1.0M |
| Applied Capital LLC | $456K | $409K |
| Brookstone Capital Management | $478K | $325K |
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: ZJUN institutional holders, DDFZ institutional holders.
Frequently asked questions
Do institutions hold both ZJUN and DDFZ?
22 Form 13F filers report positions in both, out of 114 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%.