FDEC vs BJAN overlap
54 institutions report holding both FDEC and BJAN.
FDECBJAN
Pick 2 to 4 ETFs.
We don’t have holdings for FDEC, BJAN. 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.
54
institutions report holding both, of 226 holding any
FDEC49.5% of its 13F dollars, 36.2% of its 149 holders
BJAN56.0% of its 13F dollars, 41.2% of its 131 holders
Largest institutions holding both
| Firm | FDEC | BJAN |
|---|---|---|
| Brookstone Capital Management | $301K | $52.0M |
| Commonwealth Equity Services, LLC | $16.3M | $14.6M |
| Envestnet Asset Management Inc. | $14.7M | $5.7M |
| Raymond James Financial Inc. | $14.1M | $5.2M |
| Cetera Investment Advisers | $10.9M | $7.6M |
| LPL Financial LLC | $12.7M | $5.5M |
| Osaic Holdings, Inc. | $9.3M | $7.8M |
| Arax Advisory Partners | $64K | $16.7M |
| HighTower Advisors, LLC | $2.1M | $9.5M |
| Janney Montgomery Scott LLC | $6.4M | $5.1M |
| Schulz Wealth, LTD. | $8.1M | $1.9M |
| Kestra Advisory Services, LLC | $5.8M | $2.2M |
| Steward Partners Investment Advisory, LLC | $1.9M | $6.0M |
| Truist Financial Corp. | $4.8M | $2.6M |
| Cambridge Investment Research Advisors, Inc. | $4.8M | $2.2M |
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: FDEC institutional holders, BJAN institutional holders.
Frequently asked questions
Do institutions hold both FDEC and BJAN?
54 Form 13F filers report positions in both, out of 226 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%.