QBQF vs QBIF overlap
5 institutions report holding both QBQF and QBIF.
QBQFQBIF
Pick 2 to 4 ETFs.
We don’t have holdings for QBQF, QBIF. 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 8 holding any
QBQF95.8% of its 13F dollars, 83.3% of its 6 holders
QBIF95.1% of its 13F dollars, 71.4% of its 7 holders
Largest institutions holding both
| Firm | QBQF | QBIF |
|---|---|---|
| Allianz SE | $5.2M | $4.9M |
| Envestnet Asset Management Inc. | $283K | $548K |
| Susquehanna International Group, LLP | $486K | $267K |
| World Investment Advisors | $283K | $252K |
| IFP Advisors, Inc | $3K | $3K |
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: QBQF institutional holders, QBIF institutional holders.
Frequently asked questions
Do institutions hold both QBQF and QBIF?
5 Form 13F filers report positions in both, out of 8 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%.