XDSQ vs DECU overlap
12 institutions report holding both XDSQ and DECU.
XDSQDECU
Pick 2 to 4 ETFs.
We don’t have holdings for XDSQ, DECU. 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.
12
institutions report holding both, of 71 holding any
XDSQ22.3% of its 13F dollars, 26.7% of its 45 holders
DECU26.9% of its 13F dollars, 31.6% of its 38 holders
Largest institutions holding both
| Firm | XDSQ | DECU |
|---|---|---|
| Envestnet Asset Management Inc. | $394K | $3.8M |
| Osaic Holdings, Inc. | $3.3M | $170K |
| Susquehanna International Group, LLP | $377K | $2.5M |
| Commonwealth Equity Services, LLC | $1.1M | $1.6M |
| Cetera Investment Advisers | $2.1M | $270K |
| AE Wealth Management LLC | $34K | $2.0M |
| Arax Advisory Partners | $1.2M | $568K |
| Old Mission Capital LLC | $1.1M | $499K |
| Farther Finance Advisors, LLC | $9K | $282K |
| Harbour Investments, Inc. | $22K | $251K |
| IFP Advisors, Inc | $38K | $33K |
| Country Trust Bank | $23K | $2K |
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: XDSQ institutional holders, DECU institutional holders.
Frequently asked questions
Do institutions hold both XDSQ and DECU?
12 Form 13F filers report positions in both, out of 71 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%.