QMAG vs IDEC overlap
13 institutions report holding both QMAG and IDEC.
QMAGIDEC
Pick 2 to 4 ETFs.
We don’t have holdings for QMAG, IDEC. 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.
13
institutions report holding both, of 81 holding any
QMAG27.8% of its 13F dollars, 27.7% of its 47 holders
IDEC35.0% of its 13F dollars, 27.7% of its 47 holders
Largest institutions holding both
| Firm | QMAG | IDEC |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.1M | $1.6M |
| Kestra Advisory Services, LLC | $1.1M | $920K |
| Cetera Investment Advisers | $1.1M | $811K |
| Old Mission Capital LLC | $804K | $902K |
| Osaic Holdings, Inc. | $108K | $1.5M |
| Susquehanna International Group, LLP | $502K | $836K |
| Truist Financial Corp. | $363K | $919K |
| LPL Financial LLC | $356K | $926K |
| Diligent Investors, LLC | $322K | $399K |
| DHJJ Financial Advisors, Ltd. | $98K | $245K |
| Steward Partners Investment Advisory, LLC | $146K | $111K |
| IFP Advisors, Inc | $130K | $125K |
| Harbour Investments, Inc. | $187K | $45K |
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, IDEC institutional holders.
Frequently asked questions
Do institutions hold both QMAG and IDEC?
13 Form 13F filers report positions in both, out of 81 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%.