QINT vs CERY overlap
23 institutions report holding both QINT and CERY.
QINTCERY
Pick 2 to 4 ETFs.
We don’t have holdings for CERY. 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.
23
institutions report holding both, of 172 holding any
QINT46.9% of its 13F dollars, 34.9% of its 66 holders
CERY23.9% of its 13F dollars, 17.8% of its 129 holders
Largest institutions holding both
| Firm | QINT | CERY |
|---|---|---|
| Envestnet Asset Management Inc. | $114.8M | $50.5M |
| LPL Financial LLC | $53.0M | $57.8M |
| Bank of America Corp. | $43.4M | $4.8M |
| Atria Investments, Inc | $31.9M | $400K |
| Raymond James Financial Inc. | $11.2M | $11.2M |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $8.5M |
| AE Wealth Management LLC | $4.1M | $2.9M |
| Cetera Investment Advisers | $2.7M | $4.1M |
| MML Investors Services, LLC | $2.8M | $2.8M |
| Networth Advisors, LLC | $4.3M | $1K |
| Osaic Holdings, Inc. | $2.5M | $783K |
| UBS Group AG | $3.0M | $72K |
| Northwestern Mutual Wealth Management Co | $2.6M | $50K |
| IFP Advisors, Inc | $2.1M | $119K |
| Royal Bank of Canada | $2.1M | $48K |
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: QINT institutional holders, CERY institutional holders.
Frequently asked questions
Do institutions hold both QINT and CERY?
23 Form 13F filers report positions in both, out of 172 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%.