MARZ vs DECM overlap
4 institutions report holding both MARZ and DECM.
MARZDECM
Pick 2 to 4 ETFs.
We don’t have holdings for DECM. 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.
4
institutions report holding both, of 50 holding any
MARZ1.7% of its 13F dollars, 26.7% of its 15 holders
DECM6.1% of its 13F dollars, 10.3% of its 39 holders
Largest institutions holding both
| Firm | MARZ | DECM |
|---|---|---|
| Old Mission Capital LLC | $460K | $888K |
| Harbour Investments, Inc. | $40K | $768K |
| AE Wealth Management LLC | $26K | $307K |
| Capital Investment Advisory Services, LLC | $52K | $67K |
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: MARZ institutional holders, DECM institutional holders.
Frequently asked questions
Do institutions hold both MARZ and DECM?
4 Form 13F filers report positions in both, out of 50 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%.