QCJA vs NFEB overlap
18 institutions report holding both QCJA and NFEB.
QCJANFEB
Pick 2 to 4 ETFs.
We don’t have holdings for QCJA, NFEB. 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.
18
institutions report holding both, of 76 holding any
QCJA42.1% of its 13F dollars, 42.9% of its 42 holders
NFEB61.0% of its 13F dollars, 34.6% of its 52 holders
Largest institutions holding both
| Firm | QCJA | NFEB |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.0M | $12.0M |
| Cambridge Investment Research Advisors, Inc. | $6.8M | $848K |
| LPL Financial LLC | $2.1M | $2.7M |
| Cetera Investment Advisers | $2.5M | $2.2M |
| Kestra Advisory Services, LLC | $1.6M | $3.0M |
| Raymond James Financial Inc. | $2.6M | $1.2M |
| Diligent Investors, LLC | $1.0M | $1.7M |
| Envestnet Asset Management Inc. | $1.2M | $1.2M |
| Harbour Investments, Inc. | $384K | $1.9M |
| Susquehanna International Group, LLP | $625K | $1.3M |
| HighTower Advisors, LLC | $1.0M | $797K |
| Osaic Holdings, Inc. | $294K | $1.2M |
| Old Mission Capital LLC | $750K | $684K |
| Steward Partners Investment Advisory, LLC | $321K | $1.1M |
| Grantvest Financial Group LLC | $669K | $661K |
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, NFEB institutional holders.
Frequently asked questions
Do institutions hold both QCJA and NFEB?
18 Form 13F filers report positions in both, out of 76 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%.