QCJA vs MMAX overlap
7 institutions report holding both QCJA and MMAX.
QCJAMMAX
Pick 2 to 4 ETFs.
We don’t have holdings for QCJA. 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.
7
institutions report holding both, of 55 holding any
QCJA10.8% of its 13F dollars, 16.7% of its 42 holders
MMAX5.4% of its 13F dollars, 35.0% of its 20 holders
Largest institutions holding both
| Firm | QCJA | MMAX |
|---|---|---|
| Raymond James Financial Inc. | $2.6M | $377K |
| Susquehanna International Group, LLP | $625K | $1.0M |
| Envestnet Asset Management Inc. | $1.2M | $388K |
| Old Mission Capital LLC | $750K | $539K |
| Grantvest Financial Group LLC | $669K | $289K |
| Farther Finance Advisors, LLC | $46K | $453K |
| IFP Advisors, Inc | $43K | $4K |
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, MMAX institutional holders.
Frequently asked questions
Do institutions hold both QCJA and MMAX?
7 Form 13F filers report positions in both, out of 55 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%.