IQQQ vs CPER overlap
23 institutions report holding both IQQQ and CPER.
IQQQCPER
Pick 2 to 4 ETFs.
We don’t have holdings for CPER. 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.
23
institutions report holding both, of 186 holding any
IQQQ64.7% of its 13F dollars, 36.5% of its 63 holders
CPER51.2% of its 13F dollars, 15.8% of its 146 holders
Largest institutions holding both
| Firm | IQQQ | CPER |
|---|---|---|
| Susquehanna International Group, LLP | $823K | $46.3M |
| Morgan Stanley | $34.4M | $3.8M |
| Bank of America Corp. | $32.3M | $5.8M |
| Royal Bank of Canada | $23.1M | $12.7M |
| LPL Financial LLC | $18.6M | $9.7M |
| UBS Group AG | $2.3M | $16.8M |
| Steward Partners Investment Advisory, LLC | $9.0M | $3.1M |
| Osaic Holdings, Inc. | $4.7M | $2.7M |
| &Partners | $956K | $2.8M |
| PFG Investments, LLC | $3.3M | $236K |
| Envestnet Asset Management Inc. | $258K | $2.5M |
| Integrated Wealth Concepts LLC | $2.3M | $32K |
| Focus Partners Wealth | $1.2M | $340K |
| Creative Planning | $788K | $525K |
| Commonwealth Equity Services, LLC | $632K | $486K |
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: IQQQ institutional holders, CPER institutional holders.
Frequently asked questions
Do institutions hold both IQQQ and CPER?
23 Form 13F filers report positions in both, out of 186 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%.