QTOC vs APRH overlap
8 institutions report holding both QTOC and APRH.
QTOCAPRH
Pick 2 to 4 ETFs.
We don’t have holdings for QTOC, APRH. 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.
8
institutions report holding both, of 35 holding any
QTOC73.5% of its 13F dollars, 44.4% of its 18 holders
APRH45.8% of its 13F dollars, 32.0% of its 25 holders
Largest institutions holding both
| Firm | QTOC | APRH |
|---|---|---|
| Commonwealth Equity Services, LLC | $5.7M | $703K |
| World Investment Advisors | $524K | $2.7M |
| Susquehanna International Group, LLP | $1.2M | $652K |
| HighTower Advisors, LLC | $261K | $592K |
| Osaic Holdings, Inc. | $550K | $23K |
| Red REEF Advisors LLC | $760 | $571K |
| IFP Advisors, Inc | $31K | $3K |
| CoreCap Advisors, LLC | $418 | $10K |
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: QTOC institutional holders, APRH institutional holders.
Frequently asked questions
Do institutions hold both QTOC and APRH?
8 Form 13F filers report positions in both, out of 35 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%.