YDEC vs XSEP overlap
25 institutions report holding both YDEC and XSEP.
YDECXSEP
Pick 2 to 4 ETFs.
We don’t have holdings for YDEC, XSEP. 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.
25
institutions report holding both, of 108 holding any
YDEC35.6% of its 13F dollars, 39.7% of its 63 holders
XSEP70.9% of its 13F dollars, 35.7% of its 70 holders
Largest institutions holding both
| Firm | YDEC | XSEP |
|---|---|---|
| Commonwealth Equity Services, LLC | $7.5M | $13.2M |
| Cetera Investment Advisers | $6.7M | $8.6M |
| Envestnet Asset Management Inc. | $1.8M | $13.1M |
| Osaic Holdings, Inc. | $2.0M | $10.4M |
| Kestra Advisory Services, LLC | $746K | $7.6M |
| LPL Financial LLC | $4.0M | $2.4M |
| Susquehanna International Group, LLP | $2.9M | $1.2M |
| Cambridge Investment Research Advisors, Inc. | $1.4M | $557K |
| Mariner, LLC | $218K | $1.6M |
| Corient Private Wealth LP | $1.2M | $275K |
| Diligent Investors, LLC | $297K | $866K |
| Mutual Advisors, LLC | $226K | $881K |
| Silver Oak Securities, Incorporated | $386K | $594K |
| Harbour Investments, Inc. | $729K | $246K |
| First Heartland Consultants, Inc. | $352K | $581K |
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, XSEP institutional holders.
Frequently asked questions
Do institutions hold both YDEC and XSEP?
25 Form 13F filers report positions in both, out of 108 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%.