IDEC vs BUFH overlap
7 institutions report holding both IDEC and BUFH.
IDECBUFH
Pick 2 to 4 ETFs.
We don’t have holdings for IDEC. 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.
7
institutions report holding both, of 62 holding any
IDEC21.5% of its 13F dollars, 14.9% of its 47 holders
BUFH9.3% of its 13F dollars, 31.8% of its 22 holders
Largest institutions holding both
| Firm | IDEC | BUFH |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.6M | $215K |
| Cetera Investment Advisers | $811K | $940K |
| Osaic Holdings, Inc. | $1.5M | $84K |
| Susquehanna International Group, LLP | $836K | $653K |
| Kestra Advisory Services, LLC | $920K | $304K |
| Wealth Enhancement Advisory Services, LLC | $50K | $267K |
| Harbour Investments, Inc. | $45K | $9K |
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: IDEC institutional holders, BUFH institutional holders.
Frequently asked questions
Do institutions hold both IDEC and BUFH?
7 Form 13F filers report positions in both, out of 62 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%.