QSIX vs CANQ overlap
5 institutions report holding both QSIX and CANQ.
QSIXCANQ
Pick 2 to 4 ETFs.
We don’t have holdings for CANQ. 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.
5
institutions report holding both, of 20 holding any
QSIX59.0% of its 13F dollars, 38.5% of its 13 holders
CANQ46.1% of its 13F dollars, 41.7% of its 12 holders
Largest institutions holding both
| Firm | QSIX | CANQ |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $5.4M | $4.9M |
| Commonwealth Equity Services, LLC | $1.0M | $249K |
| Osaic Holdings, Inc. | $496K | $73K |
| IFP Advisors, Inc | $2K | $340K |
| UBS Group AG | $523 | $7K |
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: QSIX institutional holders, CANQ institutional holders.
Frequently asked questions
Do institutions hold both QSIX and CANQ?
5 Form 13F filers report positions in both, out of 20 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%.