QMFE vs PBMR overlap
6 institutions report holding both QMFE and PBMR.
QMFEPBMR
Pick 2 to 4 ETFs.
We don’t have holdings for QMFE, PBMR. 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.
6
institutions report holding both, of 40 holding any
QMFE25.8% of its 13F dollars, 20.0% of its 30 holders
PBMR13.1% of its 13F dollars, 37.5% of its 16 holders
Largest institutions holding both
| Firm | QMFE | PBMR |
|---|---|---|
| Cetera Investment Advisers | $3.2M | $585K |
| Commonwealth Equity Services, LLC | $1.4M | $1.8M |
| Raymond James Financial Inc. | $1.7M | $419K |
| Kestra Advisory Services, LLC | $850K | $359K |
| Old Mission Capital LLC | $358K | $209K |
| DHJJ Financial Advisors, Ltd. | $32K | $389K |
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, PBMR institutional holders.
Frequently asked questions
Do institutions hold both QMFE and PBMR?
6 Form 13F filers report positions in both, out of 40 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%.