QQQI vs DFAL overlap
1 institutions report holding both QQQI and DFAL.
QQQIDFAL
Pick 2 to 4 ETFs.
We don’t have holdings for DFAL. 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.
1
institutions report holding both, of 364 holding any
QQQI0.0% of its 13F dollars, 0.3% of its 362 holders
DFAL36.5% of its 13F dollars, 33.3% of its 3 holders
Largest institutions holding both
| Firm | QQQI | DFAL |
|---|---|---|
| Envestnet Portfolio Solutions, Inc. | $250K | $489.9M |
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: QQQI institutional holders, DFAL institutional holders.
Frequently asked questions
Do institutions hold both QQQI and DFAL?
1 Form 13F filers report positions in both, out of 364 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%.