EJAN vs DECT overlap
19 institutions report holding both EJAN and DECT.
EJANDECT
Pick 2 to 4 ETFs.
We don’t have holdings for EJAN, DECT. 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.
19
institutions report holding both, of 122 holding any
EJAN18.6% of its 13F dollars, 20.4% of its 93 holders
DECT76.5% of its 13F dollars, 39.6% of its 48 holders
Largest institutions holding both
| Firm | EJAN | DECT |
|---|---|---|
| AE Wealth Management LLC | $124K | $58.0M |
| Osaic Holdings, Inc. | $4.9M | $3.6M |
| Commonwealth Equity Services, LLC | $1.8M | $2.5M |
| Cetera Investment Advisers | $2.6M | $1.6M |
| LPL Financial LLC | $924K | $2.9M |
| Raymond James Financial Inc. | $573K | $3.1M |
| Susquehanna International Group, LLP | $1.2M | $1.8M |
| Harbour Investments, Inc. | $2.2M | $282K |
| Old Mission Capital LLC | $1.2M | $999K |
| WealthPlan Investment Management, LLC | $322K | $1.4M |
| AdvisorNet Financial, Inc | $1.1M | $57K |
| Kestra Advisory Services, LLC | $724K | $297K |
| Citadel Advisors LLC | $339K | $679K |
| IFP Advisors, Inc | $908K | $3K |
| Blue Bell Private Wealth Management, LLC | $213K | $41K |
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: EJAN institutional holders, DECT institutional holders.
Frequently asked questions
Do institutions hold both EJAN and DECT?
19 Form 13F filers report positions in both, out of 122 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%.