QLTI vs GEQ overlap
3 institutions report holding both QLTI and GEQ.
QLTIGEQ
Pick 2 to 4 ETFs.
We don’t have holdings for GEQ. 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.
3
institutions report holding both, of 44 holding any
QLTI13.9% of its 13F dollars, 18.8% of its 16 holders
GEQ4.0% of its 13F dollars, 9.7% of its 31 holders
Largest institutions holding both
| Firm | QLTI | GEQ |
|---|---|---|
| HighTower Advisors, LLC | $10.5M | $2.0M |
| Jane Street Group, LLC | $2.2M | $483K |
| Citadel Advisors LLC | $933K | $1.4M |
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: QLTI institutional holders, GEQ institutional holders.
Frequently asked questions
Do institutions hold both QLTI and GEQ?
3 Form 13F filers report positions in both, out of 44 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%.