QMAG vs AJUL overlap
14 institutions report holding both QMAG and AJUL.
QMAGAJUL
Pick 2 to 4 ETFs.
We don’t have holdings for QMAG, AJUL. 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.
14
institutions report holding both, of 77 holding any
QMAG32.2% of its 13F dollars, 29.8% of its 47 holders
AJUL41.8% of its 13F dollars, 31.8% of its 44 holders
Largest institutions holding both
| Firm | QMAG | AJUL |
|---|---|---|
| Raymond James Financial Inc. | $2.4M | $3.3M |
| Commonwealth Equity Services, LLC | $2.1M | $2.7M |
| Kestra Advisory Services, LLC | $1.1M | $1.3M |
| Susquehanna International Group, LLP | $502K | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $596K | $770K |
| Old Mission Capital LLC | $804K | $503K |
| Integrity Alliance, LLC. | $253K | $204K |
| Centaurus Financial, Inc. | $118K | $112K |
| Harbour Investments, Inc. | $187K | $37K |
| Osaic Holdings, Inc. | $108K | $102K |
| Steward Partners Investment Advisory, LLC | $146K | $35K |
| IFP Advisors, Inc | $130K | $21K |
| Noble Wealth Management PBC | $47K | $14K |
| Morgan Stanley | $3K | $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: QMAG institutional holders, AJUL institutional holders.
Frequently asked questions
Do institutions hold both QMAG and AJUL?
14 Form 13F filers report positions in both, out of 77 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%.