GQI vs FDM overlap
21 institutions report holding both GQI and FDM.
GQIFDM
Pick 2 to 4 ETFs.
We don’t have holdings for GQI. 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.
21
institutions report holding both, of 117 holding any
GQI61.8% of its 13F dollars, 46.7% of its 45 holders
FDM29.2% of its 13F dollars, 22.6% of its 93 holders
Largest institutions holding both
| Firm | GQI | FDM |
|---|---|---|
| LPL Financial LLC | $42.2M | $20.1M |
| HighTower Advisors, LLC | $24.3M | $284K |
| Morgan Stanley | $18K | $10.5M |
| Raymond James Financial Inc. | $6.5M | $3.2M |
| Royal Bank of Canada | $5.3M | $264K |
| Steward Partners Investment Advisory, LLC | $4.5M | $24K |
| Commonwealth Equity Services, LLC | $3.8M | $280K |
| Osaic Holdings, Inc. | $2.8M | $1.3M |
| Apollon Wealth Management, LLC | $2.9M | $813K |
| Stifel Financial Corp. | $2.0M | $879K |
| Sanctuary Advisors, LLC | $1.4M | $1.1M |
| Integrated Wealth Concepts LLC | $36K | $2.5M |
| Envision Financial LLC | $520K | $2.0M |
| Jones Financial Companies LLLP | $638 | $2.2M |
| Global Retirement Partners, LLC | $2.0M | $95K |
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: GQI institutional holders, FDM institutional holders.
Frequently asked questions
Do institutions hold both GQI and FDM?
21 Form 13F filers report positions in both, out of 117 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%.