QMAG vs BUFH overlap
8 institutions report holding both QMAG and BUFH.
QMAGBUFH
Pick 2 to 4 ETFs.
We don’t have holdings for QMAG. 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.
8
institutions report holding both, of 61 holding any
QMAG22.3% of its 13F dollars, 17.0% of its 47 holders
BUFH13.0% of its 13F dollars, 36.4% of its 22 holders
Largest institutions holding both
| Firm | QMAG | BUFH |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.1M | $215K |
| Cetera Investment Advisers | $1.1M | $940K |
| Kestra Advisory Services, LLC | $1.1M | $304K |
| Envestnet Asset Management Inc. | $512K | $680K |
| Susquehanna International Group, LLP | $502K | $653K |
| Independent Financial Group, LLC | $245K | $566K |
| Harbour Investments, Inc. | $187K | $9K |
| Osaic Holdings, Inc. | $108K | $84K |
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, BUFH institutional holders.
Frequently asked questions
Do institutions hold both QMAG and BUFH?
8 Form 13F filers report positions in both, out of 61 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%.