MUU vs FTQI overlap

MUU and FTQI overlap 2.7% by weight, across 1 shared holdings.

MUUFTQI

Pick 2 to 4 ETFs.

2.7%

overlap by weight, across 1 shared holdings

MUU12.6% of the fund is in shared holdings, of 1

FTQI2.7% of the fund is in shared holdings, of 175

Top shared holdings

Holding	MUU	FTQI	Overlap
Micron TechMU	12.60%	2.74%	2.74%

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: MUU, SEC Form N-PORT, July 31, 2026; FTQI, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 156 holding any

MUU27.5% of its 13F dollars, 20.8% of its 53 holders

FTQI6.7% of its 13F dollars, 9.7% of its 114 holders

Largest institutions holding both

Firm	MUU	FTQI
Susquehanna International Group, LLP	$35.7M	$1.2M
SBI Securities Co., Ltd.	$19.5M	$10K
Spartan Wealth Advisory Services LLC	$287K	$11.2M
UBS Group AG	$10.6M	$6K
Independent Financial Group, LLC	$3.1M	$4.0M
Jane Street Group, LLC	$2.1M	$2.4M
Osaic Holdings, Inc.	$283K	$4.1M
Morgan Stanley	$3.9M	$90K
StoneX Group Inc.	$3.0M	$300K
PFG Investments, LLC	$305K	$535K
Parallel Advisors, LLC	$23K	$22K

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: MUU institutional holders, FTQI institutional holders.

Frequently asked questions

How much do MUU and FTQI overlap?

2.7% by weight, with 1 holdings in common, using holdings for MUU as of July 31, 2026 and FTQI as of June 30, 2026. The largest shared position is MU.

Do institutions hold both MUU and FTQI?

11 Form 13F filers report positions in both, out of 156 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%.