VIS vs IDEF overlap
121 institutions report holding both VIS and IDEF.
VISIDEF
Pick 2 to 4 ETFs.
We don’t have holdings for IDEF. 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.
121
institutions report holding both, of 776 holding any
VIS33.1% of its 13F dollars, 19.5% of its 620 holders
IDEF85.3% of its 13F dollars, 43.7% of its 277 holders
Largest institutions holding both
| Firm | VIS | IDEF |
|---|---|---|
| Envestnet Asset Management Inc. | $98.2M | $1.7B |
| LPL Financial LLC | $109.5M | $529.8M |
| Morgan Stanley | $323.1M | $192.6M |
| Wells Fargo & Company | $221.6M | $31K |
| MML Investors Services, LLC | $22.3M | $141.0M |
| Park Avenue Securities LLC | $1.1M | $152.2M |
| Cetera Investment Advisers | $35.6M | $104.3M |
| JPMorgan Chase & Co | $50.3M | $84.9M |
| Raymond James Financial Inc. | $94.1M | $8.6M |
| Janney Montgomery Scott LLC | $15.6M | $85.0M |
| Stifel Financial Corp. | $58.6M | $34.1M |
| Commonwealth Equity Services, LLC | $28.5M | $48.7M |
| Foundations Investment Advisors, LLC | $5.7M | $67.1M |
| Royal Bank of Canada | $59.1M | $12.9M |
| Cambridge Investment Research Advisors, Inc. | $12.4M | $45.4M |
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: VIS institutional holders, IDEF institutional holders.
Frequently asked questions
Do institutions hold both VIS and IDEF?
121 Form 13F filers report positions in both, out of 776 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%.