QQA vs EVSM overlap
32 institutions report holding both QQA and EVSM.
QQAEVSM
Pick 2 to 4 ETFs.
We don’t have holdings for QQA. 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.
32
institutions report holding both, of 142 holding any
QQA56.3% of its 13F dollars, 46.4% of its 69 holders
EVSM62.4% of its 13F dollars, 30.5% of its 105 holders
Largest institutions holding both
| Firm | QQA | EVSM |
|---|---|---|
| Morgan Stanley | $31.4M | $178.6M |
| LPL Financial LLC | $79.2M | $37.0M |
| Jones Financial Companies LLLP | $55.2M | $471K |
| Cetera Investment Advisers | $22.7M | $1.7M |
| Commonwealth Equity Services, LLC | $15.0M | $3.4M |
| Envestnet Asset Management Inc. | $2.2M | $15.7M |
| &Partners | $906K | $13.5M |
| Wells Fargo & Company | $12.1M | $2.0M |
| Osaic Holdings, Inc. | $4.1M | $6.2M |
| Raymond James Financial Inc. | $6.1M | $2.5M |
| Cambridge Investment Research Advisors, Inc. | $4.7M | $2.8M |
| Private Advisor Group, LLC | $3.8M | $804K |
| MML Investors Services, LLC | $759K | $3.6M |
| IFP Advisors, Inc | $3.0M | $489K |
| Dynamic Advisor Solutions LLC | $1.2M | $1.8M |
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: QQA institutional holders, EVSM institutional holders.
Frequently asked questions
Do institutions hold both QQA and EVSM?
32 Form 13F filers report positions in both, out of 142 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%.