TDEC vs LJAN overlap
3 institutions report holding both TDEC and LJAN.
TDECLJAN
Pick 2 to 4 ETFs.
We don’t have holdings for TDEC, LJAN. 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.
3
institutions report holding both, of 24 holding any
TDEC22.4% of its 13F dollars, 17.6% of its 17 holders
LJAN19.6% of its 13F dollars, 30.0% of its 10 holders
Largest institutions holding both
| Firm | TDEC | LJAN |
|---|---|---|
| Cetera Investment Advisers | $1.4M | $1.0M |
| Susquehanna International Group, LLP | $665K | $764K |
| IFP Advisors, Inc | $33K | $6K |
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: TDEC institutional holders, LJAN institutional holders.
Frequently asked questions
Do institutions hold both TDEC and LJAN?
3 Form 13F filers report positions in both, out of 24 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%.