JULZ vs IDEC overlap
6 institutions report holding both JULZ and IDEC.
JULZIDEC
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.
6
institutions report holding both, of 59 holding any
JULZ2.0% of its 13F dollars, 33.3% of its 18 holders
IDEC10.2% of its 13F dollars, 12.8% of its 47 holders
Largest institutions holding both
| Firm | JULZ | IDEC |
|---|---|---|
| Osaic Holdings, Inc. | $109K | $1.5M |
| Old Mission Capital LLC | $368K | $902K |
| DHJJ Financial Advisors, Ltd. | $227 | $245K |
| Harbour Investments, Inc. | $18K | $45K |
| AE Wealth Management LLC | $33K | $7K |
| Northwestern Mutual Wealth Management Co | $952 | $5K |
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: JULZ institutional holders, IDEC institutional holders.
Frequently asked questions
Do institutions hold both JULZ and IDEC?
6 Form 13F filers report positions in both, out of 59 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%.