PDEC vs FHEQ overlap
27 institutions report holding both PDEC and FHEQ.
PDECFHEQ
Pick 2 to 4 ETFs.
We don’t have holdings for PDEC. 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.
27
institutions report holding both, of 259 holding any
PDEC28.7% of its 13F dollars, 11.9% of its 226 holders
FHEQ15.9% of its 13F dollars, 45.0% of its 60 holders
Largest institutions holding both
| Firm | PDEC | FHEQ |
|---|---|---|
| Cetera Investment Advisers | $12.9M | $34.7M |
| Commonwealth Equity Services, LLC | $28.3M | $13.7M |
| Osaic Holdings, Inc. | $32.1M | $3.3M |
| LPL Financial LLC | $27.9M | $5.1M |
| HighTower Advisors, LLC | $21.0M | $6.6M |
| Envestnet Asset Management Inc. | $11.4M | $15.2M |
| MML Investors Services, LLC | $5.4M | $15.9M |
| Kestra Advisory Services, LLC | $11.5M | $5.6M |
| Raymond James Financial Inc. | $11.2M | $5.2M |
| Cambridge Investment Research Advisors, Inc. | $9.0M | $6.3M |
| Truist Financial Corp. | $7.2M | $7.4M |
| Beacon Pointe Advisors, LLC | $9.4M | $319K |
| MBL Wealth, LLC | $7.9M | $315K |
| Brookstone Capital Management | $6.4M | $787K |
| CRA Financial Services, LLC | $6.0M | $1.1M |
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: PDEC institutional holders, FHEQ institutional holders.
Frequently asked questions
Do institutions hold both PDEC and FHEQ?
27 Form 13F filers report positions in both, out of 259 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%.