QBIV vs FLJJ overlap
1 institutions report holding both QBIV and FLJJ.
QBIVFLJJ
Pick 2 to 4 ETFs.
We don’t have holdings for QBIV, FLJJ. 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.
1
institutions report holding both, of 21 holding any
QBIV100.0% of its 13F dollars, 100.0% of its 1 holders
FLJJ3.4% of its 13F dollars, 4.8% of its 21 holders
Largest institutions holding both
| Firm | QBIV | FLJJ |
|---|---|---|
| Allianz SE | $5.2M | $169K |
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: QBIV institutional holders, FLJJ institutional holders.
Frequently asked questions
Do institutions hold both QBIV and FLJJ?
1 Form 13F filers report positions in both, out of 21 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%.