NDEC vs EJUL overlap
19 institutions report holding both NDEC and EJUL.
NDECEJUL
Pick 2 to 4 ETFs.
We don’t have holdings for NDEC, EJUL. 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.
19
institutions report holding both, of 97 holding any
NDEC57.9% of its 13F dollars, 46.3% of its 41 holders
EJUL44.6% of its 13F dollars, 25.3% of its 75 holders
Largest institutions holding both
| Firm | NDEC | EJUL |
|---|---|---|
| Raymond James Financial Inc. | $13.6M | $1.8M |
| Commonwealth Equity Services, LLC | $4.5M | $2.3M |
| Corrado Advisors, LLC | $1.4M | $4.0M |
| Cetera Investment Advisers | $2.6M | $1.7M |
| Liberty Atlantic Advisors LLC | $947K | $2.8M |
| Osaic Holdings, Inc. | $1.7M | $1.9M |
| Kestra Advisory Services, LLC | $755K | $1.9M |
| LPL Financial LLC | $1.2M | $1.1M |
| Diligent Investors, LLC | $683K | $1.5M |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $892K |
| Envestnet Asset Management Inc. | $564K | $1.1M |
| Advus Financial Partners, LLC | $242K | $853K |
| MAI Capital Management | $750K | $328K |
| HighTower Advisors, LLC | $252K | $705K |
| Capital Analysts, LLC | $22K | $447K |
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: NDEC institutional holders, EJUL institutional holders.
Frequently asked questions
Do institutions hold both NDEC and EJUL?
19 Form 13F filers report positions in both, out of 97 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%.