QFLR vs FFEB overlap
42 institutions report holding both QFLR and FFEB.
QFLRFFEB
Pick 2 to 4 ETFs.
We don’t have holdings for FFEB. 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.
42
institutions report holding both, of 251 holding any
QFLR56.5% of its 13F dollars, 38.9% of its 108 holders
FFEB45.7% of its 13F dollars, 22.7% of its 185 holders
Largest institutions holding both
| Firm | QFLR | FFEB |
|---|---|---|
| LPL Financial LLC | $59.0M | $11.8M |
| Envestnet Asset Management Inc. | $21.5M | $38.8M |
| Commonwealth Equity Services, LLC | $21.6M | $19.9M |
| Cetera Investment Advisers | $12.4M | $20.7M |
| Rockefeller Capital Management L.P. | $2.3M | $21.0M |
| Osaic Holdings, Inc. | $14.1M | $7.4M |
| Assetmark, Inc. | $9K | $16.4M |
| AE Wealth Management LLC | $14.7M | $578K |
| Kestra Advisory Services, LLC | $3.8M | $8.2M |
| Simplicity Wealth,LLC | $10.1M | $294K |
| MML Investors Services, LLC | $5.8M | $4.3M |
| Cambridge Investment Research Advisors, Inc. | $4.5M | $3.6M |
| Farther Finance Advisors, LLC | $7.0M | $1.0M |
| Snowden Capital Advisors LLC | $7.6M | $352K |
| Outlook Wealth Advisors, LLC | $3.9M | $2.5M |
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: QFLR institutional holders, FFEB institutional holders.
Frequently asked questions
Do institutions hold both QFLR and FFEB?
42 Form 13F filers report positions in both, out of 251 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%.