YJUN vs KDEC overlap
19 institutions report holding both YJUN and KDEC.
YJUNKDEC
Pick 2 to 4 ETFs.
We don’t have holdings for YJUN, KDEC. 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.
19
institutions report holding both, of 119 holding any
YJUN58.9% of its 13F dollars, 27.5% of its 69 holders
KDEC36.0% of its 13F dollars, 27.5% of its 69 holders
Largest institutions holding both
| Firm | YJUN | KDEC |
|---|---|---|
| Maltin Wealth Management, Inc. | $4.3M | $8.8M |
| Cetera Investment Advisers | $8.5M | $1.7M |
| Raymond James Financial Inc. | $7.7M | $771K |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $4.3M |
| Commonwealth Equity Services, LLC | $4.5M | $3.4M |
| Osaic Holdings, Inc. | $2.8M | $1.6M |
| Susquehanna International Group, LLP | $1.7M | $1.9M |
| LPL Financial LLC | $2.8M | $643K |
| Kestra Advisory Services, LLC | $1.6M | $1.1M |
| IFP Advisors, Inc | $1.3M | $121K |
| Wealthgarden F.S. LLC | $981K | $230K |
| Diligent Investors, LLC | $574K | $421K |
| Harbour Investments, Inc. | $779K | $83K |
| DHJJ Financial Advisors, Ltd. | $416K | $174K |
| Steward Partners Investment Advisory, LLC | $413K | $43K |
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: YJUN institutional holders, KDEC institutional holders.
Frequently asked questions
Do institutions hold both YJUN and KDEC?
19 Form 13F filers report positions in both, out of 119 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%.