QMNV vs DECP overlap
6 institutions report holding both QMNV and DECP.
QMNVDECP
Pick 2 to 4 ETFs.
We don’t have holdings for QMNV, DECP. 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.
6
institutions report holding both, of 48 holding any
QMNV21.0% of its 13F dollars, 15.8% of its 38 holders
DECP34.6% of its 13F dollars, 37.5% of its 16 holders
Largest institutions holding both
| Firm | QMNV | DECP |
|---|---|---|
| Raymond James Financial Inc. | $1.1M | $7.6M |
| Commonwealth Equity Services, LLC | $2.3M | $1.9M |
| Cetera Investment Advisers | $2.3M | $260K |
| Envestnet Asset Management Inc. | $845K | $1.7M |
| Kestra Advisory Services, LLC | $624K | $354K |
| DHJJ Financial Advisors, Ltd. | $40K | $45K |
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: QMNV institutional holders, DECP institutional holders.
Frequently asked questions
Do institutions hold both QMNV and DECP?
6 Form 13F filers report positions in both, out of 48 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%.