QCOC vs IFEB overlap
20 institutions report holding both QCOC and IFEB.
QCOCIFEB
Pick 2 to 4 ETFs.
We don’t have holdings for QCOC, IFEB. 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.
20
institutions report holding both, of 100 holding any
QCOC52.6% of its 13F dollars, 40.0% of its 50 holders
IFEB43.7% of its 13F dollars, 28.6% of its 70 holders
Largest institutions holding both
| Firm | QCOC | IFEB |
|---|---|---|
| Cetera Investment Advisers | $5.4M | $1.5M |
| Susquehanna International Group, LLP | $4.6M | $410K |
| Commonwealth Equity Services, LLC | $1.2M | $2.9M |
| Harbour Investments, Inc. | $267K | $3.6M |
| LPL Financial LLC | $2.9M | $875K |
| Raymond James Financial Inc. | $1.7M | $1.8M |
| Osaic Holdings, Inc. | $31K | $2.1M |
| Truist Financial Corp. | $1.4M | $589K |
| Kestra Advisory Services, LLC | $1.0M | $917K |
| Envestnet Asset Management Inc. | $486K | $1.1M |
| Old Mission Capital LLC | $861K | $618K |
| Cambridge Investment Research Advisors, Inc. | $725K | $616K |
| Wealthgarden F.S. LLC | $410K | $689K |
| Diligent Investors, LLC | $324K | $541K |
| Capital Analysts, LLC | $687K | $92K |
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: QCOC institutional holders, IFEB institutional holders.
Frequently asked questions
Do institutions hold both QCOC and IFEB?
20 Form 13F filers report positions in both, out of 100 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%.