QMAG vs MART overlap
14 institutions report holding both QMAG and MART.
QMAGMART
Pick 2 to 4 ETFs.
We don’t have holdings for QMAG, MART. 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 55 holding any
QMAG35.1% of its 13F dollars, 29.8% of its 47 holders
MART90.8% of its 13F dollars, 63.6% of its 22 holders
Largest institutions holding both
| Firm | QMAG | MART |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $596K | $11.4M |
| Commonwealth Equity Services, LLC | $2.1M | $2.7M |
| Osaic Holdings, Inc. | $108K | $3.4M |
| Raymond James Financial Inc. | $2.4M | $780K |
| LPL Financial LLC | $356K | $1.9M |
| Susquehanna International Group, LLP | $502K | $1.3M |
| Cetera Investment Advisers | $1.1M | $421K |
| Kestra Advisory Services, LLC | $1.1M | $406K |
| Envestnet Asset Management Inc. | $512K | $638K |
| Harbour Investments, Inc. | $187K | $617K |
| Centaurus Financial, Inc. | $118K | $174K |
| Blue Bell Private Wealth Management, LLC | $2K | $236K |
| IFP Advisors, Inc | $130K | $3K |
| Fiduciary Financial Advisors | $11K | $6K |
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, MART institutional holders.
Frequently asked questions
Do institutions hold both QMAG and MART?
14 Form 13F filers report positions in both, out of 55 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%.