QMAR vs IAPR overlap
33 institutions report holding both QMAR and IAPR.
QMARIAPR
Pick 2 to 4 ETFs.
We don’t have holdings for QMAR, IAPR. 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.
33
institutions report holding both, of 177 holding any
QMAR56.3% of its 13F dollars, 34.0% of its 97 holders
IAPR31.2% of its 13F dollars, 29.2% of its 113 holders
Largest institutions holding both
| Firm | QMAR | IAPR |
|---|---|---|
| Commonwealth Equity Services, LLC | $9.4M | $8.5M |
| Cetera Investment Advisers | $12.8M | $4.4M |
| LPL Financial LLC | $7.6M | $4.1M |
| Raymond James Financial Inc. | $7.3M | $2.5M |
| Osaic Holdings, Inc. | $4.3M | $3.4M |
| Cambridge Investment Research Advisors, Inc. | $5.2M | $800K |
| Envestnet Asset Management Inc. | $3.7M | $2.2M |
| Truist Financial Corp. | $4.7M | $954K |
| ODonnell Financial Services, LLC | $4.2M | $946K |
| Kestra Advisory Services, LLC | $2.7M | $2.0M |
| Steward Partners Investment Advisory, LLC | $1.9M | $469K |
| Chris Bulman Inc | $290K | $2.0M |
| Brookstone Capital Management | $290K | $2.0M |
| Main Street Financial Solutions, LLC | $1.4M | $446K |
| Harbour Investments, Inc. | $1.7M | $11K |
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, IAPR institutional holders.
Frequently asked questions
Do institutions hold both QMAR and IAPR?
33 Form 13F filers report positions in both, out of 177 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%.