QUIZ vs AOHY overlap
5 institutions report holding both QUIZ and AOHY.
QUIZAOHY
Pick 2 to 4 ETFs.
We don’t have holdings for QUIZ. 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 82 holding any
QUIZ3.5% of its 13F dollars, 9.8% of its 51 holders
AOHY6.0% of its 13F dollars, 13.9% of its 36 holders
Largest institutions holding both
| Firm | QUIZ | AOHY |
|---|---|---|
| LPL Financial LLC | $1.7M | $2.8M |
| Jane Street Group, LLC | $256K | $714K |
| Creative Planning | $474K | $283K |
| IFP Advisors, Inc | $5K | $719K |
| Vise Technologies, Inc. | $276K | $113K |
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: QUIZ institutional holders, AOHY institutional holders.
Frequently asked questions
Do institutions hold both QUIZ and AOHY?
5 Form 13F filers report positions in both, out of 82 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%.