QLV vs DFMC overlap
2 institutions report holding both QLV and DFMC.
QLVDFMC
Pick 2 to 4 ETFs.
We don’t have holdings for DFMC. 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 63 holding any
QLV2.2% of its 13F dollars, 5.3% of its 38 holders
DFMC2.6% of its 13F dollars, 7.4% of its 27 holders
Largest institutions holding both
| Firm | QLV | DFMC |
|---|---|---|
| Susquehanna International Group, LLP | $1.1M | $1.3M |
| Citadel Advisors LLC | $1.0M | $1.2M |
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: QLV institutional holders, DFMC institutional holders.
Frequently asked questions
Do institutions hold both QLV and DFMC?
2 Form 13F filers report positions in both, out of 63 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%.