ZJUL vs ZDEK overlap
45 institutions report holding both ZJUL and ZDEK.
ZJULZDEK
Pick 2 to 4 ETFs.
We don’t have holdings for ZJUL, ZDEK. 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.
45
institutions report holding both, of 125 holding any
ZJUL71.2% of its 13F dollars, 52.9% of its 85 holders
ZDEK73.0% of its 13F dollars, 52.9% of its 85 holders
Largest institutions holding both
| Firm | ZJUL | ZDEK |
|---|---|---|
| Commonwealth Equity Services, LLC | $6.8M | $4.9M |
| Osaic Holdings, Inc. | $4.2M | $3.6M |
| Raymond James Financial Inc. | $2.2M | $3.5M |
| Cetera Investment Advisers | $3.3M | $2.2M |
| Susquehanna International Group, LLP | $2.1M | $3.1M |
| Archer Investment Corp | $2.4M | $2.0M |
| Kestra Advisory Services, LLC | $1.3M | $2.7M |
| KFG Wealth Management, LLC | $1.3M | $2.5M |
| Canandaigua National Bank & Trust Co | $3.4M | $230K |
| Centaurus Financial, Inc. | $3.2M | $176K |
| Cambridge Investment Research Advisors, Inc. | $2.0M | $1.0M |
| Lineweaver Wealth Advisors, LLC | $564K | $2.1M |
| Brown Wealth Management, LLC | $600K | $2.1M |
| Harbour Investments, Inc. | $348K | $2.1M |
| LPL Financial LLC | $1.3M | $1.1M |
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: ZJUL institutional holders, ZDEK institutional holders.
Frequently asked questions
Do institutions hold both ZJUL and ZDEK?
45 Form 13F filers report positions in both, out of 125 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%.