QCJA vs FHDG overlap
11 institutions report holding both QCJA and FHDG.
QCJAFHDG
Pick 2 to 4 ETFs.
We don’t have holdings for QCJA, FHDG. 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.
11
institutions report holding both, of 59 holding any
QCJA13.5% of its 13F dollars, 26.2% of its 42 holders
FHDG11.4% of its 13F dollars, 39.3% of its 28 holders
Largest institutions holding both
| Firm | QCJA | FHDG |
|---|---|---|
| Sage Capital Advisors,LLC | $2.5M | $2.5M |
| Kestra Advisory Services, LLC | $1.6M | $1.6M |
| Susquehanna International Group, LLP | $625K | $1.0M |
| Commonwealth Equity Services, LLC | $1.0M | $258K |
| Old Mission Capital LLC | $750K | $204K |
| Harbour Investments, Inc. | $384K | $89K |
| Capital Analysts, LLC | $266K | $117K |
| Osaic Holdings, Inc. | $294K | $37K |
| JPMorgan Chase & Co | $48K | $201K |
| Hollencrest Capital Management | $18K | $90K |
| Integrity Financial Corp | $7K | $63K |
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: QCJA institutional holders, FHDG institutional holders.
Frequently asked questions
Do institutions hold both QCJA and FHDG?
11 Form 13F filers report positions in both, out of 59 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%.