QBF vs LAPR overlap
4 institutions report holding both QBF and LAPR.
QBFLAPR
Pick 2 to 4 ETFs.
We don’t have holdings for QBF, LAPR. 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.
4
institutions report holding both, of 25 holding any
QBF29.6% of its 13F dollars, 30.8% of its 13 holders
LAPR21.4% of its 13F dollars, 25.0% of its 16 holders
Largest institutions holding both
| Firm | QBF | LAPR |
|---|---|---|
| Susquehanna International Group, LLP | $1.3M | $1.0M |
| Old Mission Capital LLC | $627K | $378K |
| Harbour Investments, Inc. | $55K | $30K |
| IFP Advisors, Inc | $5K | $32K |
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: QBF institutional holders, LAPR institutional holders.
Frequently asked questions
Do institutions hold both QBF and LAPR?
4 Form 13F filers report positions in both, out of 25 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%.