UOCT vs DECT overlap
18 institutions report holding both UOCT and DECT.
UOCTDECT
Pick 2 to 4 ETFs.
We don’t have holdings for UOCT, 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.
18
institutions report holding both, of 125 holding any
UOCT33.1% of its 13F dollars, 18.9% of its 95 holders
DECT76.7% of its 13F dollars, 37.5% of its 48 holders
Largest institutions holding both
| Firm | UOCT | DECT |
|---|---|---|
| AE Wealth Management LLC | $1.0M | $58.0M |
| Commonwealth Equity Services, LLC | $15.1M | $2.5M |
| Osaic Holdings, Inc. | $3.6M | $3.6M |
| Raymond James Financial Inc. | $2.3M | $3.1M |
| LPL Financial LLC | $2.4M | $2.9M |
| Kestra Advisory Services, LLC | $3.3M | $297K |
| Cetera Investment Advisers | $1.9M | $1.6M |
| Susquehanna International Group, LLP | $1.6M | $1.8M |
| Strategic Blueprint, LLC | $378K | $1.8M |
| Citadel Advisors LLC | $799K | $679K |
| Old Mission Capital LLC | $348K | $999K |
| Harbour Investments, Inc. | $204K | $282K |
| Creative Financial Designs Inc. | $251K | $4K |
| CoreCap Advisors, LLC | $171K | $6K |
| IFP Advisors, Inc | $58K | $3K |
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: UOCT institutional holders, DECT institutional holders.
Frequently asked questions
Do institutions hold both UOCT and DECT?
18 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%.