GDEC vs FJUL overlap
67 institutions report holding both GDEC and FJUL.
GDECFJUL
Pick 2 to 4 ETFs.
We don’t have holdings for GDEC, FJUL. 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.
67
institutions report holding both, of 201 holding any
GDEC49.5% of its 13F dollars, 60.9% of its 110 holders
FJUL66.7% of its 13F dollars, 42.4% of its 158 holders
Largest institutions holding both
| Firm | GDEC | FJUL |
|---|---|---|
| Raymond James Financial Inc. | $19.0M | $28.8M |
| Archer Investment Corp | $26.0M | $763K |
| Cetera Investment Advisers | $10.0M | $9.7M |
| Assetmark, Inc. | $2K | $16.4M |
| Envestnet Asset Management Inc. | $3.6M | $12.8M |
| Osaic Holdings, Inc. | $6.8M | $8.7M |
| Commonwealth Equity Services, LLC | $5.3M | $9.4M |
| MML Investors Services, LLC | $1.4M | $13.1M |
| LPL Financial LLC | $5.1M | $6.8M |
| Kestra Advisory Services, LLC | $3.9M | $5.5M |
| REAP Financial Group, LLC | $655K | $8.2M |
| Harbour Investments, Inc. | $6.9M | $1.5M |
| Janney Montgomery Scott LLC | $4.4M | $3.3M |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $5.1M |
| BECK Capital Management, LLC | $2.7M | $3.4M |
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: GDEC institutional holders, FJUL institutional holders.
Frequently asked questions
Do institutions hold both GDEC and FJUL?
67 Form 13F filers report positions in both, out of 201 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%.