QTOP vs MBBA overlap
9 institutions report holding both QTOP and MBBA.
QTOPMBBA
Pick 2 to 4 ETFs.
We don’t have holdings for MBBA. 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.
9
institutions report holding both, of 71 holding any
QTOP60.6% of its 13F dollars, 18.4% of its 49 holders
MBBA15.0% of its 13F dollars, 29.0% of its 31 holders
Largest institutions holding both
| Firm | QTOP | MBBA |
|---|---|---|
| BlackRock, Inc. | $37.2M | $4.7M |
| LPL Financial LLC | $18.8M | $667K |
| Bank of America Corp. | $2.8M | $4.7M |
| Raymond James Financial Inc. | $367K | $4.4M |
| Citadel Advisors LLC | $2.3M | $931K |
| Royal Bank of Canada | $2.2M | $487K |
| Osaic Holdings, Inc. | $221K | $77K |
| Steward Partners Investment Advisory, LLC | $278K | $3K |
| NewEdge Advisors, LLC | $7K | $3K |
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: QTOP institutional holders, MBBA institutional holders.
Frequently asked questions
Do institutions hold both QTOP and MBBA?
9 Form 13F filers report positions in both, out of 71 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%.