QCOC vs PBJN overlap
7 institutions report holding both QCOC and PBJN.
QCOCPBJN
Pick 2 to 4 ETFs.
We don’t have holdings for QCOC, PBJN. 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.
7
institutions report holding both, of 65 holding any
QCOC22.6% of its 13F dollars, 14.0% of its 50 holders
PBJN31.5% of its 13F dollars, 31.8% of its 22 holders
Largest institutions holding both
| Firm | QCOC | PBJN |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.2M | $7.5M |
| Cetera Investment Advisers | $5.4M | $675K |
| Raymond James Financial Inc. | $1.7M | $3.9M |
| Kestra Advisory Services, LLC | $1.0M | $875K |
| Steward Partners Investment Advisory, LLC | $141K | $160K |
| Royal Bank of Canada | $11K | $229K |
| DHJJ Financial Advisors, Ltd. | $28K | $140K |
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, PBJN institutional holders.
Frequently asked questions
Do institutions hold both QCOC and PBJN?
7 Form 13F filers report positions in both, out of 65 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%.