NDEC vs FHDG overlap
8 institutions report holding both NDEC and FHDG.
NDECFHDG
Pick 2 to 4 ETFs.
We don’t have holdings for NDEC, FHDG. 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.
8
institutions report holding both, of 61 holding any
NDEC17.2% of its 13F dollars, 19.5% of its 41 holders
FHDG6.1% of its 13F dollars, 28.6% of its 28 holders
Largest institutions holding both
| Firm | NDEC | FHDG |
|---|---|---|
| Commonwealth Equity Services, LLC | $4.5M | $258K |
| Susquehanna International Group, LLP | $1.4M | $1.0M |
| Kestra Advisory Services, LLC | $755K | $1.6M |
| Osaic Holdings, Inc. | $1.7M | $37K |
| Old Mission Capital LLC | $546K | $204K |
| Harbour Investments, Inc. | $178K | $89K |
| Creative Financial Designs Inc. | $179K | $22K |
| Capital Analysts, LLC | $22K | $117K |
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, FHDG institutional holders.
Frequently asked questions
Do institutions hold both NDEC and FHDG?
8 Form 13F filers report positions in both, out of 61 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%.