QMFE vs OCTZ overlap
3 institutions report holding both QMFE and OCTZ.
QMFEOCTZ
Pick 2 to 4 ETFs.
We don’t have holdings for QMFE. 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.
3
institutions report holding both, of 47 holding any
QMFE5.5% of its 13F dollars, 10.0% of its 30 holders
OCTZ6.9% of its 13F dollars, 15.0% of its 20 holders
Largest institutions holding both
| Firm | QMFE | OCTZ |
|---|---|---|
| Old Mission Capital LLC | $358K | $1.7M |
| Susquehanna International Group, LLP | $1.2M | $205K |
| Osaic Holdings, Inc. | $39K | $60K |
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: QMFE institutional holders, OCTZ institutional holders.
Frequently asked questions
Do institutions hold both QMFE and OCTZ?
3 Form 13F filers report positions in both, out of 47 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%.