XIMR vs IDEC overlap
7 institutions report holding both XIMR and IDEC.
XIMRIDEC
Pick 2 to 4 ETFs.
We don’t have holdings for IDEC. 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.
7
institutions report holding both, of 64 holding any
XIMR60.8% of its 13F dollars, 29.2% of its 24 holders
IDEC24.7% of its 13F dollars, 14.9% of its 47 holders
Largest institutions holding both
| Firm | XIMR | IDEC |
|---|---|---|
| Cetera Investment Advisers | $12.2M | $811K |
| Susquehanna International Group, LLP | $1.7M | $836K |
| Commonwealth Equity Services, LLC | $247K | $1.6M |
| Kestra Advisory Services, LLC | $663K | $920K |
| Osaic Holdings, Inc. | $58K | $1.5M |
| Old Mission Capital LLC | $671K | $902K |
| Harbour Investments, Inc. | $440K | $45K |
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: XIMR institutional holders, IDEC institutional holders.
Frequently asked questions
Do institutions hold both XIMR and IDEC?
7 Form 13F filers report positions in both, out of 64 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%.