QDEC vs BMAR overlap
42 institutions report holding both QDEC and BMAR.
QDECBMAR
Pick 2 to 4 ETFs.
We don’t have holdings for QDEC, BMAR. 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.
42
institutions report holding both, of 182 holding any
QDEC58.1% of its 13F dollars, 35.3% of its 119 holders
BMAR29.8% of its 13F dollars, 40.0% of its 105 holders
Largest institutions holding both
| Firm | QDEC | BMAR |
|---|---|---|
| Osaic Holdings, Inc. | $12.8M | $9.0M |
| Commonwealth Equity Services, LLC | $12.7M | $6.6M |
| Cetera Investment Advisers | $16.4M | $2.4M |
| Raymond James Financial Inc. | $11.4M | $4.2M |
| Kestra Advisory Services, LLC | $9.2M | $2.3M |
| LPL Financial LLC | $7.3M | $3.9M |
| Janney Montgomery Scott LLC | $9.3M | $967K |
| HighTower Advisors, LLC | $3.0M | $5.8M |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $3.1M |
| Envestnet Asset Management Inc. | $4.2M | $1.2M |
| Truist Financial Corp. | $3.6M | $274K |
| Susquehanna International Group, LLP | $1.2M | $1.9M |
| Steward Partners Investment Advisory, LLC | $2.5M | $176K |
| MML Investors Services, LLC | $1.9M | $737K |
| Arkadios Wealth Advisors | $896K | $1.4M |
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: QDEC institutional holders, BMAR institutional holders.
Frequently asked questions
Do institutions hold both QDEC and BMAR?
42 Form 13F filers report positions in both, out of 182 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%.