MART vs IDEC overlap
9 institutions report holding both MART and IDEC.
MARTIDEC
Pick 2 to 4 ETFs.
We don’t have holdings for MART, 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.
9
institutions report holding both, of 60 holding any
MART40.9% of its 13F dollars, 40.9% of its 22 holders
IDEC25.3% of its 13F dollars, 19.1% of its 47 holders
Largest institutions holding both
| Firm | MART | IDEC |
|---|---|---|
| Osaic Holdings, Inc. | $3.4M | $1.5M |
| Commonwealth Equity Services, LLC | $2.7M | $1.6M |
| LPL Financial LLC | $1.9M | $926K |
| Susquehanna International Group, LLP | $1.3M | $836K |
| Kestra Advisory Services, LLC | $406K | $920K |
| Cetera Investment Advisers | $421K | $811K |
| Harbour Investments, Inc. | $617K | $45K |
| IFP Advisors, Inc | $3K | $125K |
| AE Wealth Management LLC | $13K | $7K |
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: MART institutional holders, IDEC institutional holders.
Frequently asked questions
Do institutions hold both MART and IDEC?
9 Form 13F filers report positions in both, out of 60 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%.