XDEC vs JAJL overlap
27 institutions report holding both XDEC and JAJL.
XDECJAJL
Pick 2 to 4 ETFs.
We don’t have holdings for XDEC, JAJL. 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.
27
institutions report holding both, of 145 holding any
XDEC60.5% of its 13F dollars, 32.1% of its 84 holders
JAJL71.6% of its 13F dollars, 30.7% of its 88 holders
Largest institutions holding both
| Firm | XDEC | JAJL |
|---|---|---|
| Kingsview Wealth Management, LLC | $259K | $47.9M |
| Commonwealth Equity Services, LLC | $23.4M | $9.2M |
| Osaic Holdings, Inc. | $12.7M | $11.5M |
| Cetera Investment Advisers | $12.8M | $1.2M |
| Envestnet Asset Management Inc. | $8.2M | $2.1M |
| Kestra Advisory Services, LLC | $8.0M | $1.5M |
| Cambridge Investment Research Advisors, Inc. | $2.5M | $6.0M |
| AE Wealth Management LLC | $119K | $5.6M |
| Triad Wealth Partners, LLC | $660K | $4.3M |
| Susquehanna International Group, LLP | $2.7M | $2.0M |
| Global Retirement Partners, LLC | $3.8M | $103K |
| Ausdal Financial Partners, Inc. | $1.8M | $1.5M |
| LPL Financial LLC | $1.7M | $858K |
| MML Investors Services, LLC | $1.9M | $598K |
| Harbour Investments, Inc. | $1.6M | $783K |
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: XDEC institutional holders, JAJL institutional holders.
Frequently asked questions
Do institutions hold both XDEC and JAJL?
27 Form 13F filers report positions in both, out of 145 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%.