UDEC vs BMAR overlap
41 institutions report holding both UDEC and BMAR.
UDECBMAR
Pick 2 to 4 ETFs.
We don’t have holdings for UDEC, BMAR. 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.
41
institutions report holding both, of 189 holding any
UDEC55.9% of its 13F dollars, 32.8% of its 125 holders
BMAR58.3% of its 13F dollars, 39.0% of its 105 holders
Largest institutions holding both
| Firm | UDEC | BMAR |
|---|---|---|
| Brookstone Capital Management | $13.1M | $48.8M |
| Commonwealth Equity Services, LLC | $13.7M | $6.6M |
| Osaic Holdings, Inc. | $8.6M | $9.0M |
| Raymond James Financial Inc. | $8.8M | $4.2M |
| Cambridge Investment Research Advisors, Inc. | $6.1M | $3.1M |
| Envestnet Asset Management Inc. | $6.8M | $1.2M |
| HighTower Advisors, LLC | $2.0M | $5.8M |
| Kestra Advisory Services, LLC | $4.2M | $2.3M |
| LPL Financial LLC | $2.3M | $3.9M |
| Foundations Investment Advisors, LLC | $5.7M | $275K |
| Cerity Partners LLC | $504K | $5.1M |
| Cetera Investment Advisers | $2.6M | $2.4M |
| KFG Wealth Management, LLC | $4.1M | $293K |
| Spire Wealth Management | $2.7M | $1.7M |
| Trek Financial, LLC | $3.3M | $642K |
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: UDEC institutional holders, BMAR institutional holders.
Frequently asked questions
Do institutions hold both UDEC and BMAR?
41 Form 13F filers report positions in both, out of 189 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%.