DECU vs DDTL overlap
11 institutions report holding both DECU and DDTL.
DECUDDTL
Pick 2 to 4 ETFs.
We don’t have holdings for DECU, DDTL. 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.
11
institutions report holding both, of 64 holding any
DECU16.5% of its 13F dollars, 28.9% of its 38 holders
DDTL23.9% of its 13F dollars, 29.7% of its 37 holders
Largest institutions holding both
| Firm | DECU | DDTL |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.6M | $8.2M |
| Susquehanna International Group, LLP | $2.5M | $458K |
| AE Wealth Management LLC | $2.0M | $13K |
| Stratos Wealth Advisors, LLC | $243K | $781K |
| Cetera Investment Advisers | $270K | $443K |
| Osaic Holdings, Inc. | $170K | $208K |
| Harbour Investments, Inc. | $251K | $99K |
| Farther Finance Advisors, LLC | $282K | $64K |
| IFP Advisors, Inc | $33K | $291K |
| Barclays PLC | $8K | $42K |
| JPMorgan Chase & Co | $15K | $22K |
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, DDTL institutional holders.
Frequently asked questions
Do institutions hold both DECU and DDTL?
11 Form 13F filers report positions in both, out of 64 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%.