QMAR vs BUFY overlap
27 institutions report holding both QMAR and BUFY.
QMARBUFY
Pick 2 to 4 ETFs.
We don’t have holdings for QMAR. 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.
27
institutions report holding both, of 132 holding any
QMAR50.8% of its 13F dollars, 27.8% of its 97 holders
BUFY77.5% of its 13F dollars, 43.5% of its 62 holders
Largest institutions holding both
| Firm | QMAR | BUFY |
|---|---|---|
| Commonwealth Equity Services, LLC | $9.4M | $17.4M |
| Cetera Investment Advisers | $12.8M | $7.9M |
| Janney Montgomery Scott LLC | $1.1M | $15.9M |
| Envestnet Asset Management Inc. | $3.7M | $12.8M |
| Prasad Wealth Partners, LLC | $612K | $15.0M |
| Rockefeller Capital Management L.P. | $2.8M | $9.8M |
| LPL Financial LLC | $7.6M | $2.8M |
| Osaic Holdings, Inc. | $4.3M | $3.9M |
| Cambridge Investment Research Advisors, Inc. | $5.2M | $1.6M |
| Truist Financial Corp. | $4.7M | $395K |
| Kestra Advisory Services, LLC | $2.7M | $884K |
| Keystone Wealth Services, LLC | $1.5M | $2.0M |
| NewEdge Advisors, LLC | $1.3M | $1.7M |
| MML Investors Services, LLC | $1.6M | $788K |
| Integrated Wealth Concepts LLC | $195K | $2.0M |
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: QMAR institutional holders, BUFY institutional holders.
Frequently asked questions
Do institutions hold both QMAR and BUFY?
27 Form 13F filers report positions in both, out of 132 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%.