QTAC vs IYRI overlap
1 institutions report holding both QTAC and IYRI.
QTACIYRI
Pick 2 to 4 ETFs.
We don’t have holdings for QTAC. 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 61 holding any
QTAC25.0% of its 13F dollars, 10.0% of its 10 holders
IYRI0.0% of its 13F dollars, 1.9% of its 52 holders
Largest institutions holding both
| Firm | QTAC | IYRI |
|---|---|---|
| Harbour Investments, Inc. | $15.3M | $1K |
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: QTAC institutional holders, IYRI institutional holders.
Frequently asked questions
Do institutions hold both QTAC and IYRI?
1 Form 13F filers report positions in both, out of 61 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%.