QALT vs BRLN overlap
5 institutions report holding both QALT and BRLN.
QALTBRLN
Pick 2 to 4 ETFs.
We don’t have holdings for BRLN. 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.
5
institutions report holding both, of 62 holding any
QALT30.9% of its 13F dollars, 13.2% of its 38 holders
BRLN32.7% of its 13F dollars, 17.2% of its 29 holders
Largest institutions holding both
| Firm | QALT | BRLN |
|---|---|---|
| LPL Financial LLC | $276K | $6.6M |
| Osaic Holdings, Inc. | $6.5M | $11K |
| Royal Bank of Canada | $150K | $662K |
| Farther Finance Advisors, LLC | $4K | $25K |
| Morgan Stanley | $7K | $56 |
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: QALT institutional holders, BRLN institutional holders.
Frequently asked questions
Do institutions hold both QALT and BRLN?
5 Form 13F filers report positions in both, out of 62 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%.