SHDG vs DECW overlap
5 institutions report holding both SHDG and DECW.
SHDGDECW
Pick 2 to 4 ETFs.
We don’t have holdings for DECW. 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.
5
institutions report holding both, of 89 holding any
SHDG0.8% of its 13F dollars, 55.6% of its 9 holders
DECW4.4% of its 13F dollars, 5.9% of its 85 holders
Largest institutions holding both
| Firm | SHDG | DECW |
|---|---|---|
| Raymond James Financial Inc. | $268K | $5.3M |
| Susquehanna International Group, LLP | $456K | $1.2M |
| Old Mission Capital LLC | $602K | $631K |
| Royal Bank of Canada | $26K | $41K |
| Integrated Wealth Concepts LLC | $13K | $4K |
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, DECW institutional holders.
Frequently asked questions
Do institutions hold both SHDG and DECW?
5 Form 13F filers report positions in both, out of 89 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%.