QLVE vs ASCI overlap
2 institutions report holding both QLVE and ASCI.
QLVEASCI
Pick 2 to 4 ETFs.
We don’t have holdings for ASCI. 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 30 holding any
QLVE13.7% of its 13F dollars, 28.6% of its 7 holders
ASCI5.2% of its 13F dollars, 8.0% of its 25 holders
Largest institutions holding both
| Firm | QLVE | ASCI |
|---|---|---|
| Susquehanna International Group, LLP | $2.0M | $746K |
| Wells Fargo & Company | $26 | $5K |
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: QLVE institutional holders, ASCI institutional holders.
Frequently asked questions
Do institutions hold both QLVE and ASCI?
2 Form 13F filers report positions in both, out of 30 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%.