QMMY vs BFRZ overlap
14 institutions report holding both QMMY and BFRZ.
QMMYBFRZ
Pick 2 to 4 ETFs.
We don’t have holdings for QMMY, BFRZ. 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 102 holding any
QMMY41.7% of its 13F dollars, 21.5% of its 65 holders
BFRZ27.4% of its 13F dollars, 27.4% of its 51 holders
Largest institutions holding both
| Firm | QMMY | BFRZ |
|---|---|---|
| LPL Financial LLC | $9.0M | $980K |
| Cambridge Investment Research Advisors, Inc. | $977K | $8.4M |
| Kestra Advisory Services, LLC | $3.0M | $4.7M |
| Cetera Investment Advisers | $6.0M | $1.0M |
| Envestnet Asset Management Inc. | $4.3M | $2.5M |
| Maia Wealth LLC | $3.0M | $2.2M |
| Osaic Holdings, Inc. | $3.4M | $1.1M |
| Commonwealth Equity Services, LLC | $3.3M | $341K |
| MML Investors Services, LLC | $829K | $1.3M |
| Susquehanna International Group, LLP | $595K | $812K |
| AE Wealth Management LLC | $1.0M | $190K |
| Harbour Investments, Inc. | $429K | $135K |
| IFP Advisors, Inc | $210K | $135 |
| Farther Finance Advisors, LLC | $106K | $892 |
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: QMMY institutional holders, BFRZ institutional holders.
Frequently asked questions
Do institutions hold both QMMY and BFRZ?
14 Form 13F filers report positions in both, out of 102 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%.