DECT vs DAPR overlap
22 institutions report holding both DECT and DAPR.
DECTDAPR
Pick 2 to 4 ETFs.
We don’t have holdings for DECT, DAPR. 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 126 holding any
DECT78.7% of its 13F dollars, 45.8% of its 48 holders
DAPR34.9% of its 13F dollars, 22.0% of its 100 holders
Largest institutions holding both
| Firm | DECT | DAPR |
|---|---|---|
| AE Wealth Management LLC | $58.0M | $140K |
| LPL Financial LLC | $2.9M | $6.1M |
| Osaic Holdings, Inc. | $3.6M | $5.1M |
| Commonwealth Equity Services, LLC | $2.5M | $6.1M |
| Cetera Investment Advisers | $1.6M | $4.3M |
| SMART Wealth LLC | $3.4M | $1.8M |
| Susquehanna International Group, LLP | $1.8M | $2.7M |
| Raymond James Financial Inc. | $3.1M | $1.2M |
| Harbour Investments, Inc. | $282K | $2.9M |
| Kestra Advisory Services, LLC | $297K | $2.0M |
| Old Mission Capital LLC | $999K | $757K |
| Sanctuary Advisors, LLC | $483K | $491K |
| JPMorgan Chase & Co | $12K | $867K |
| LifeWealth Investments, LLC | $286K | $591K |
| Tounjian Advisory Partners, LLC | $227K | $195K |
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: DECT institutional holders, DAPR institutional holders.
Frequently asked questions
Do institutions hold both DECT and DAPR?
22 Form 13F filers report positions in both, out of 126 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%.