QQA vs FLUD overlap
14 institutions report holding both QQA and FLUD.
QQAFLUD
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.
14
institutions report holding both, of 83 holding any
QQA29.7% of its 13F dollars, 20.3% of its 69 holders
FLUD22.9% of its 13F dollars, 50.0% of its 28 holders
Largest institutions holding both
| Firm | QQA | FLUD |
|---|---|---|
| LPL Financial LLC | $79.2M | $37.1M |
| Raymond James Financial Inc. | $6.1M | $48.5M |
| Cetera Investment Advisers | $22.7M | $511K |
| Commonwealth Equity Services, LLC | $15.0M | $1.7M |
| Royal Bank of Canada | $893K | $8.9M |
| Osaic Holdings, Inc. | $4.1M | $180K |
| Old Mission Capital LLC | $2.4M | $1.3M |
| Steward Partners Investment Advisory, LLC | $44K | $1.7M |
| Jane Street Group, LLC | $364K | $1.1M |
| Janney Montgomery Scott LLC | $703K | $500K |
| IFG Advisory, LLC | $749K | $250K |
| Susquehanna International Group, LLP | $430K | $233K |
| Harbour Investments, Inc. | $162K | $50K |
| AE Wealth Management LLC | $14K | $50 |
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, FLUD institutional holders.
Frequently asked questions
Do institutions hold both QQA and FLUD?
14 Form 13F filers report positions in both, out of 83 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%.