SEPZ vs DECT overlap
26 institutions report holding both SEPZ and DECT.
SEPZDECT
Pick 2 to 4 ETFs.
We don’t have holdings for 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.
26
institutions report holding both, of 61 holding any
SEPZ63.9% of its 13F dollars, 66.7% of its 39 holders
DECT83.0% of its 13F dollars, 54.2% of its 48 holders
Largest institutions holding both
| Firm | SEPZ | DECT |
|---|---|---|
| AE Wealth Management LLC | $43.1M | $58.0M |
| Lloyd Advisory Services, LLC. | $7.4M | $1.2M |
| FWG Investments, LLC. | $1.7M | $4.4M |
| Wellment Financial | $1.6M | $3.9M |
| SMART Wealth LLC | $1.5M | $3.4M |
| Osaic Holdings, Inc. | $631K | $3.6M |
| Richmond Brothers, Inc. | $898K | $2.4M |
| Elevated Capital Advisors, LLC | $2.2M | $117K |
| Susquehanna International Group, LLP | $334K | $1.8M |
| FSA Advisors, Inc. | $562K | $1.2M |
| Quest 10 Wealth Builders, Inc. | $477K | $1.2M |
| Old Mission Capital LLC | $402K | $999K |
| LifeWealth Investments, LLC | $731K | $286K |
| Tounjian Advisory Partners, LLC | $764K | $227K |
| Csenge Advisory Group | $318K | $621K |
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: SEPZ institutional holders, DECT institutional holders.
Frequently asked questions
Do institutions hold both SEPZ and DECT?
26 Form 13F filers report positions in both, out of 61 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%.