XDEC vs HOLA overlap
17 institutions report holding both XDEC and HOLA.
XDECHOLA
Pick 2 to 4 ETFs.
We don’t have holdings for XDEC. 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.
17
institutions report holding both, of 119 holding any
XDEC46.8% of its 13F dollars, 20.2% of its 84 holders
HOLA22.9% of its 13F dollars, 32.7% of its 52 holders
Largest institutions holding both
| Firm | XDEC | HOLA |
|---|---|---|
| Commonwealth Equity Services, LLC | $23.4M | $1.9M |
| Osaic Holdings, Inc. | $12.7M | $4.8M |
| Cetera Investment Advisers | $12.8M | $2.8M |
| LPL Financial LLC | $1.7M | $9.2M |
| Envestnet Asset Management Inc. | $8.2M | $246K |
| Farther Finance Advisors, LLC | $137K | $4.0M |
| Focus Partners Wealth | $670K | $2.8M |
| Royal Bank of Canada | $19K | $3.1M |
| Cambridge Investment Research Advisors, Inc. | $2.5M | $479K |
| MML Investors Services, LLC | $1.9M | $323K |
| JPMorgan Chase & Co | $117K | $2.1M |
| Kestra Private Wealth Services, LLC | $671K | $737K |
| Mariner, LLC | $793K | $235K |
| Citadel Advisors LLC | $707K | $262K |
| Ashton Thomas Private Wealth, LLC | $591K | $33K |
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: XDEC institutional holders, HOLA institutional holders.
Frequently asked questions
Do institutions hold both XDEC and HOLA?
17 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%.