DECU vs BSTP overlap
10 institutions report holding both DECU and BSTP.
DECUBSTP
Pick 2 to 4 ETFs.
We don’t have holdings for DECU, BSTP. 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.
10
institutions report holding both, of 67 holding any
DECU26.4% of its 13F dollars, 26.3% of its 38 holders
BSTP31.1% of its 13F dollars, 25.6% of its 39 holders
Largest institutions holding both
| Firm | DECU | BSTP |
|---|---|---|
| Osaic Holdings, Inc. | $170K | $4.7M |
| Susquehanna International Group, LLP | $2.5M | $2.1M |
| Envestnet Asset Management Inc. | $3.8M | $868K |
| Cetera Investment Advisers | $270K | $3.6M |
| Commonwealth Equity Services, LLC | $1.6M | $1.6M |
| AE Wealth Management LLC | $2.0M | $1K |
| Kestra Advisory Services, LLC | $909K | $230K |
| Old Mission Capital LLC | $499K | $430K |
| JPMorgan Chase & Co | $15K | $214K |
| IFP Advisors, Inc | $33K | $236 |
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: DECU institutional holders, BSTP institutional holders.
Frequently asked questions
Do institutions hold both DECU and BSTP?
10 Form 13F filers report positions in both, out of 67 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%.