YDEC vs EALT overlap
16 institutions report holding both YDEC and EALT.
YDECEALT
Pick 2 to 4 ETFs.
We don’t have holdings for YDEC, EALT. 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.
16
institutions report holding both, of 105 holding any
YDEC31.1% of its 13F dollars, 25.4% of its 63 holders
EALT33.4% of its 13F dollars, 27.6% of its 58 holders
Largest institutions holding both
| Firm | YDEC | EALT |
|---|---|---|
| Commonwealth Equity Services, LLC | $7.5M | $4.9M |
| Cetera Investment Advisers | $6.7M | $2.7M |
| Raymond James Financial Inc. | $3.2M | $4.9M |
| Osaic Holdings, Inc. | $2.0M | $4.2M |
| Cambridge Investment Research Advisors, Inc. | $1.4M | $3.9M |
| Envestnet Asset Management Inc. | $1.8M | $3.1M |
| Susquehanna International Group, LLP | $2.9M | $1.8M |
| Farther Finance Advisors, LLC | $33K | $2.7M |
| Kestra Advisory Services, LLC | $746K | $303K |
| Jane Street Group, LLC | $534K | $335K |
| First Heartland Consultants, Inc. | $352K | $399K |
| Pinnacle Wealth Planning Services, Inc. | $111K | $249K |
| IFP Advisors, Inc | $148K | $194K |
| AE Wealth Management LLC | $6K | $230K |
| Capital Investment Advisory Services, LLC | $122K | $21K |
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: YDEC institutional holders, EALT institutional holders.
Frequently asked questions
Do institutions hold both YDEC and EALT?
16 Form 13F filers report positions in both, out of 105 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%.