KDEC vs JULU overlap
12 institutions report holding both KDEC and JULU.
KDECJULU
Pick 2 to 4 ETFs.
We don’t have holdings for KDEC, JULU. 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.
12
institutions report holding both, of 96 holding any
KDEC16.6% of its 13F dollars, 17.4% of its 69 holders
JULU14.7% of its 13F dollars, 30.8% of its 39 holders
Largest institutions holding both
| Firm | KDEC | JULU |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.4M | $5.4M |
| Osaic Holdings, Inc. | $1.6M | $1.7M |
| Susquehanna International Group, LLP | $1.9M | $515K |
| Cetera Investment Advisers | $1.7M | $477K |
| Kestra Advisory Services, LLC | $1.1M | $612K |
| Raymond James Financial Inc. | $771K | $368K |
| Grantvest Financial Group LLC | $367K | $445K |
| HRT Financial LP | $528K | $271K |
| AE Wealth Management LLC | $157K | $608K |
| IFP Advisors, Inc | $121K | $197K |
| Harbour Investments, Inc. | $83K | $21K |
| Creative Financial Designs Inc. | $51K | $32K |
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: KDEC institutional holders, JULU institutional holders.
Frequently asked questions
Do institutions hold both KDEC and JULU?
12 Form 13F filers report positions in both, out of 96 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%.