QTJL vs CBXJ overlap
3 institutions report holding both QTJL and CBXJ.
QTJLCBXJ
Pick 2 to 4 ETFs.
We don’t have holdings for QTJL, CBXJ. 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.
3
institutions report holding both, of 30 holding any
QTJL19.2% of its 13F dollars, 18.8% of its 16 holders
CBXJ26.9% of its 13F dollars, 17.6% of its 17 holders
Largest institutions holding both
| Firm | QTJL | CBXJ |
|---|---|---|
| Susquehanna International Group, LLP | $1.8M | $2.3M |
| IFP Advisors, Inc | $13K | $379K |
| UBS Group AG | $140K | $9K |
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: QTJL institutional holders, CBXJ institutional holders.
Frequently asked questions
Do institutions hold both QTJL and CBXJ?
3 Form 13F filers report positions in both, out of 30 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%.