SECU vs INFL overlap
36 institutions report holding both SECU and INFL.
SECUINFL
Pick 2 to 4 ETFs.
We don’t have holdings for SECU. 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.
36
institutions report holding both, of 247 holding any
SECU40.5% of its 13F dollars, 33.3% of its 108 holders
INFL33.2% of its 13F dollars, 20.6% of its 175 holders
Largest institutions holding both
| Firm | SECU | INFL |
|---|---|---|
| Envestnet Asset Management Inc. | $120.5M | $15.5M |
| LPL Financial LLC | $44.1M | $54.5M |
| Captrust Financial Advisors | $66.5M | $15.0M |
| Wells Fargo & Company | $1K | $58.7M |
| Rockefeller Capital Management L.P. | $16K | $25.1M |
| UBS Group AG | $399 | $23.0M |
| Commonwealth Equity Services, LLC | $7.0M | $15.9M |
| Cetera Investment Advisers | $20.0M | $766K |
| Bank of America Corp. | $18.4M | $773K |
| Morgan Stanley | $13.9M | $2.0M |
| Raymond James Financial Inc. | $345K | $13.2M |
| Private Advisor Group, LLC | $1.8M | $11.5M |
| PNC Financial Services Group, Inc. | $12.6M | $374K |
| Aptus Capital Advisors, LLC | $44K | $12.7M |
| JPMorgan Chase & Co | $9.8M | $1.9M |
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: SECU institutional holders, INFL institutional holders.
Frequently asked questions
Do institutions hold both SECU and INFL?
36 Form 13F filers report positions in both, out of 247 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%.