ZMAR vs KDEC overlap
22 institutions report holding both ZMAR and KDEC.
ZMARKDEC
Pick 2 to 4 ETFs.
We don’t have holdings for ZMAR, 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.
22
institutions report holding both, of 132 holding any
ZMAR57.1% of its 13F dollars, 25.9% of its 85 holders
KDEC28.2% of its 13F dollars, 31.9% of its 69 holders
Largest institutions holding both
| Firm | ZMAR | KDEC |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $13.9M | $4.3M |
| Commonwealth Equity Services, LLC | $4.2M | $3.4M |
| Cetera Investment Advisers | $3.1M | $1.7M |
| Truist Financial Corp. | $3.6M | $209K |
| Osaic Holdings, Inc. | $2.1M | $1.6M |
| Raymond James Financial Inc. | $2.9M | $771K |
| Susquehanna International Group, LLP | $1.6M | $1.9M |
| Kestra Advisory Services, LLC | $1.9M | $1.1M |
| Old Mission Capital LLC | $1.1M | $1.4M |
| LPL Financial LLC | $1.3M | $643K |
| HRT Financial LP | $1.0M | $528K |
| Brookstone Capital Management | $943K | $393K |
| AE Wealth Management LLC | $981K | $157K |
| Liberty Atlantic Advisors LLC | $407K | $301K |
| Beacon Pointe Advisors, LLC | $416K | $250K |
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: ZMAR institutional holders, KDEC institutional holders.
Frequently asked questions
Do institutions hold both ZMAR and KDEC?
22 Form 13F filers report positions in both, out of 132 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%.