QCJA vs PBJA overlap
6 institutions report holding both QCJA and PBJA.
QCJAPBJA
Pick 2 to 4 ETFs.
We don’t have holdings for QCJA, PBJA. 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.
6
institutions report holding both, of 57 holding any
QCJA14.0% of its 13F dollars, 14.3% of its 42 holders
PBJA8.7% of its 13F dollars, 28.6% of its 21 holders
Largest institutions holding both
| Firm | QCJA | PBJA |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.0M | $2.9M |
| Cetera Investment Advisers | $2.5M | $398K |
| Raymond James Financial Inc. | $2.6M | $220K |
| Kestra Advisory Services, LLC | $1.6M | $938K |
| DHJJ Financial Advisors, Ltd. | $93K | $163K |
| Lanark Financial, Inc. | $23K | $78K |
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, PBJA institutional holders.
Frequently asked questions
Do institutions hold both QCJA and PBJA?
6 Form 13F filers report positions in both, out of 57 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%.