SHDG vs BDEC overlap
4 institutions report holding both SHDG and BDEC.
SHDGBDEC
Pick 2 to 4 ETFs.
We don’t have holdings for BDEC. 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.
4
institutions report holding both, of 125 holding any
SHDG0.8% of its 13F dollars, 44.4% of its 9 holders
BDEC4.6% of its 13F dollars, 3.3% of its 120 holders
Largest institutions holding both
| Firm | SHDG | BDEC |
|---|---|---|
| Raymond James Financial Inc. | $268K | $5.5M |
| Old Mission Capital LLC | $602K | $1.3M |
| Susquehanna International Group, LLP | $456K | $741K |
| Royal Bank of Canada | $26K | $42K |
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: SHDG institutional holders, BDEC institutional holders.
Frequently asked questions
Do institutions hold both SHDG and BDEC?
4 Form 13F filers report positions in both, out of 125 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%.