QCOC vs JUNM overlap
19 institutions report holding both QCOC and JUNM.
QCOCJUNM
Pick 2 to 4 ETFs.
We don’t have holdings for QCOC, JUNM. 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.
19
institutions report holding both, of 88 holding any
QCOC47.2% of its 13F dollars, 38.0% of its 50 holders
JUNM37.5% of its 13F dollars, 33.3% of its 57 holders
Largest institutions holding both
| Firm | QCOC | JUNM |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.2M | $6.5M |
| Cetera Investment Advisers | $5.4M | $1.4M |
| Susquehanna International Group, LLP | $4.6M | $1.4M |
| LPL Financial LLC | $2.9M | $1.2M |
| Kestra Advisory Services, LLC | $1.0M | $797K |
| Truist Financial Corp. | $1.4M | $280K |
| Diligent Investors, LLC | $324K | $1.1M |
| Cambridge Investment Research Advisors, Inc. | $725K | $504K |
| Capital Analysts, LLC | $687K | $281K |
| Envestnet Asset Management Inc. | $486K | $459K |
| Osaic Holdings, Inc. | $31K | $650K |
| StoneX Group Inc. | $282K | $225K |
| Integrity Financial Corp | $315K | $138K |
| Harbour Investments, Inc. | $267K | $140K |
| Capital Investment Advisory Services, LLC | $25K | $148K |
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, JUNM institutional holders.
Frequently asked questions
Do institutions hold both QCOC and JUNM?
19 Form 13F filers report positions in both, out of 88 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%.