QCAP vs DECT overlap
11 institutions report holding both QCAP and DECT.
QCAPDECT
Pick 2 to 4 ETFs.
We don’t have holdings for QCAP, DECT. 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.
11
institutions report holding both, of 73 holding any
QCAP11.0% of its 13F dollars, 30.6% of its 36 holders
DECT73.2% of its 13F dollars, 22.9% of its 48 holders
Largest institutions holding both
| Firm | QCAP | DECT |
|---|---|---|
| AE Wealth Management LLC | $137K | $58.0M |
| LPL Financial LLC | $1.9M | $2.9M |
| Cetera Investment Advisers | $2.5M | $1.6M |
| Commonwealth Equity Services, LLC | $1.5M | $2.5M |
| Raymond James Financial Inc. | $660K | $3.1M |
| Osaic Holdings, Inc. | $131K | $3.6M |
| Susquehanna International Group, LLP | $1.7M | $1.8M |
| Kestra Advisory Services, LLC | $1.5M | $297K |
| Harbour Investments, Inc. | $1.1M | $282K |
| Lanark Financial, Inc. | $5K | $20K |
| Creative Financial Designs Inc. | $18K | $4K |
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: QCAP institutional holders, DECT institutional holders.
Frequently asked questions
Do institutions hold both QCAP and DECT?
11 Form 13F filers report positions in both, out of 73 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%.