QMMY vs KSPY overlap
8 institutions report holding both QMMY and KSPY.
QMMYKSPY
Pick 2 to 4 ETFs.
We don’t have holdings for QMMY. 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.
8
institutions report holding both, of 77 holding any
QMMY32.8% of its 13F dollars, 12.3% of its 65 holders
KSPY41.9% of its 13F dollars, 40.0% of its 20 holders
Largest institutions holding both
| Firm | QMMY | KSPY |
|---|---|---|
| LPL Financial LLC | $9.0M | $21.8M |
| Cetera Investment Advisers | $6.0M | $6.2M |
| Envestnet Asset Management Inc. | $4.3M | $6.3M |
| Truist Financial Corp. | $4.2M | $393K |
| Osaic Holdings, Inc. | $3.4M | $132K |
| Summit Financial, LLC | $628K | $752K |
| HighTower Advisors, LLC | $501K | $275K |
| DHJJ Financial Advisors, Ltd. | $384K | $967 |
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, KSPY institutional holders.
Frequently asked questions
Do institutions hold both QMMY and KSPY?
8 Form 13F filers report positions in both, out of 77 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%.