QCLN vs BCPL overlap
14 institutions report holding both QCLN and BCPL.
QCLNBCPL
Pick 2 to 4 ETFs.
We don’t have holdings for BCPL. 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.
14
institutions report holding both, of 187 holding any
QCLN29.1% of its 13F dollars, 7.7% of its 181 holders
BCPL5.2% of its 13F dollars, 70.0% of its 20 holders
Largest institutions holding both
| Firm | QCLN | BCPL |
|---|---|---|
| Morgan Stanley | $31.0M | $219K |
| LPL Financial LLC | $15.9M | $2.5M |
| UBS Group AG | $16.2M | $50 |
| Goldman Sachs Group Inc. | $5.9M | $5.8M |
| Cetera Investment Advisers | $2.7M | $3.0M |
| Raymond James Financial Inc. | $4.0M | $745K |
| Citadel Advisors LLC | $3.1M | $283K |
| Stifel Financial Corp. | $1.9M | $412K |
| Capital Analysts, LLC | $61K | $1.1M |
| PNC Financial Services Group, Inc. | $100K | $587K |
| JPMorgan Chase & Co | $335K | $210K |
| Integrated Wealth Concepts LLC | $74K | $91K |
| Private Trust Co NA | $37K | $46K |
| National Bank of Canada | $55K | $20K |
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: QCLN institutional holders, BCPL institutional holders.
Frequently asked questions
Do institutions hold both QCLN and BCPL?
14 Form 13F filers report positions in both, out of 187 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%.