FTQI vs CAIE overlap
FTQI and CAIE overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: FTQI, SEC Form N-PORT, June 30, 2026; CAIE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FTQI | CAIE |
|---|---|---|
| Wells Fargo & Company | $62.6M | $190K |
| Cambridge Investment Research Advisors, Inc. | $7.6M | $28.7M |
| Royal Bank of Canada | $4.0M | $25.8M |
| Commonwealth Equity Services, LLC | $7.0M | $11.2M |
| Integrated Wealth Concepts LLC | $15.2M | $822K |
| Brookstone Capital Management | $999K | $13.9M |
| Snowden Capital Advisors LLC | $11.0M | $2.7M |
| Cetera Investment Advisers | $9.9M | $670K |
| Envestnet Asset Management Inc. | $5.2M | $4.8M |
| Independent Financial Group, LLC | $4.0M | $4.8M |
| Kestra Advisory Services, LLC | $1.9M | $6.7M |
| Kingsview Wealth Management, LLC | $1.0M | $6.3M |
| Osaic Holdings, Inc. | $4.1M | $2.9M |
| Steward Partners Investment Advisory, LLC | $126K | $6.3M |
| Janney Montgomery Scott LLC | $5.2M | $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: FTQI institutional holders, CAIE institutional holders.
Frequently asked questions
How much do FTQI and CAIE overlap?
0.0% by weight, with 0 holdings in common, using holdings for FTQI as of June 30, 2026 and CAIE as of July 31, 2026.
Do institutions hold both FTQI and CAIE?
41 Form 13F filers report positions in both, out of 243 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%.