DECP vs DDFY overlap
8 institutions report holding both DECP and DDFY.
DECPDDFY
Pick 2 to 4 ETFs.
We don’t have holdings for DECP, DDFY. 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.
8
institutions report holding both, of 49 holding any
DECP13.8% of its 13F dollars, 50.0% of its 16 holders
DDFY15.0% of its 13F dollars, 19.5% of its 41 holders
Largest institutions holding both
| Firm | DECP | DDFY |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.9M | $2.8M |
| Envestnet Asset Management Inc. | $1.7M | $310K |
| Cetera Investment Advisers | $260K | $1.2M |
| Kestra Advisory Services, LLC | $354K | $444K |
| NewEdge Advisors, LLC | $230K | $220K |
| Steward Partners Investment Advisory, LLC | $213K | $39K |
| DHJJ Financial Advisors, Ltd. | $45K | $196K |
| UBS Group AG | $4K | $621 |
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: DECP institutional holders, DDFY institutional holders.
Frequently asked questions
Do institutions hold both DECP and DDFY?
8 Form 13F filers report positions in both, out of 49 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%.