QGRD vs ASCE overlap
2 institutions report holding both QGRD and ASCE.
QGRDASCE
Pick 2 to 4 ETFs.
We don’t have holdings for QGRD. 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.
2
institutions report holding both, of 32 holding any
QGRD15.9% of its 13F dollars, 28.6% of its 7 holders
ASCE13.5% of its 13F dollars, 7.4% of its 27 holders
Largest institutions holding both
| Firm | QGRD | ASCE |
|---|---|---|
| Envestnet Asset Management Inc. | $16.8M | $14.5M |
| UBS Group AG | $9K | $6K |
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: QGRD institutional holders, ASCE institutional holders.
Frequently asked questions
Do institutions hold both QGRD and ASCE?
2 Form 13F filers report positions in both, out of 32 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%.