QUIZ vs PFIX overlap
6 institutions report holding both QUIZ and PFIX.
QUIZPFIX
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.
6
institutions report holding both, of 101 holding any
QUIZ8.6% of its 13F dollars, 11.8% of its 51 holders
PFIX40.8% of its 13F dollars, 10.7% of its 56 holders
Largest institutions holding both
| Firm | QUIZ | PFIX |
|---|---|---|
| Jane Street Group, LLC | $256K | $27.8M |
| Advyzon Investment Management, LLC | $2.3M | $3.0M |
| LPL Financial LLC | $1.7M | $881K |
| Farther Finance Advisors, LLC | $2.4M | $24K |
| Luminist Capital LLC | $58 | $203K |
| Global Retirement Partners, LLC | $22K | $390 |
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, PFIX institutional holders.
Frequently asked questions
Do institutions hold both QUIZ and PFIX?
6 Form 13F filers report positions in both, out of 101 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%.