QBUF vs DAPR overlap
20 institutions report holding both QBUF and DAPR.
QBUFDAPR
Pick 2 to 4 ETFs.
We don’t have holdings for QBUF, DAPR. 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.
20
institutions report holding both, of 136 holding any
QBUF49.5% of its 13F dollars, 35.7% of its 56 holders
DAPR46.9% of its 13F dollars, 20.0% of its 100 holders
Largest institutions holding both
| Firm | QBUF | DAPR |
|---|---|---|
| Mutual Advisors, LLC | $8.3M | $5.2M |
| Envestnet Asset Management Inc. | $632K | $9.1M |
| Osaic Holdings, Inc. | $4.3M | $5.1M |
| Commonwealth Equity Services, LLC | $1.9M | $6.1M |
| SMART Wealth LLC | $5.5M | $1.8M |
| LPL Financial LLC | $627K | $6.1M |
| Cetera Investment Advisers | $2.1M | $4.3M |
| Centaurus Financial, Inc. | $5.8M | $386K |
| CreativeOne Wealth, LLC | $5.3M | $615K |
| Raymond James Financial Inc. | $4.3M | $1.2M |
| Kestra Advisory Services, LLC | $2.7M | $2.0M |
| CARY Street Partners Financial LLC | $3.1M | $427K |
| Farther Finance Advisors, LLC | $3.2M | $256K |
| Harbour Investments, Inc. | $277K | $2.9M |
| MML Investors Services, LLC | $737K | $1.7M |
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: QBUF institutional holders, DAPR institutional holders.
Frequently asked questions
Do institutions hold both QBUF and DAPR?
20 Form 13F filers report positions in both, out of 136 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%.