FEBU vs DECU overlap
15 institutions report holding both FEBU and DECU.
FEBUDECU
Pick 2 to 4 ETFs.
We don’t have holdings for FEBU, DECU. 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.
15
institutions report holding both, of 44 holding any
FEBU95.1% of its 13F dollars, 71.4% of its 21 holders
DECU64.9% of its 13F dollars, 39.5% of its 38 holders
Largest institutions holding both
| Firm | FEBU | DECU |
|---|---|---|
| Allianz SE | $15.2M | $13.8M |
| Stephens Inc. | $4.2M | $6.0M |
| NBZ Investment Advisors LLC | $7.9M | $10K |
| Stratos Wealth Advisors, LLC | $5.3M | $243K |
| Savant Capital, LLC | $2.3M | $1.6M |
| Susquehanna International Group, LLP | $684K | $2.5M |
| Kestra Advisory Services, LLC | $2.0M | $909K |
| ARS Wealth Advisors Group, LLC | $2.1M | $495K |
| Commonwealth Equity Services, LLC | $747K | $1.6M |
| Arax Advisory Partners | $589K | $568K |
| Harbour Investments, Inc. | $358K | $251K |
| Farther Finance Advisors, LLC | $296K | $282K |
| Cetera Investment Advisers | $245K | $270K |
| Osaic Holdings, Inc. | $56K | $170K |
| IFP Advisors, Inc | $16K | $33K |
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: FEBU institutional holders, DECU institutional holders.
Frequently asked questions
Do institutions hold both FEBU and DECU?
15 Form 13F filers report positions in both, out of 44 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%.