QUS vs LCTU overlap
56 institutions report holding both QUS and LCTU.
QUSLCTU
Pick 2 to 4 ETFs.
We don’t have holdings for LCTU. 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.
56
institutions report holding both, of 348 holding any
QUS22.2% of its 13F dollars, 29.0% of its 193 holders
LCTU51.2% of its 13F dollars, 26.5% of its 211 holders
Largest institutions holding both
| Firm | QUS | LCTU |
|---|---|---|
| Envestnet Asset Management Inc. | $38.6M | $338.1M |
| LPL Financial LLC | $69.9M | $98.8M |
| JPMorgan Chase & Co | $1.0M | $58.1M |
| Perennial Investment Advisors, LLC | $56.2M | $373K |
| Park Avenue Securities LLC | $356K | $33.6M |
| Cetera Investment Advisers | $2.1M | $22.5M |
| Morgan Stanley | $23.0M | $104K |
| Royal Bank of Canada | $12.4M | $8.2M |
| Cambridge Investment Research Advisors, Inc. | $11.6M | $8.7M |
| MML Investors Services, LLC | $306K | $18.6M |
| Continuum Advisory, LLC | $14.0M | $139K |
| NewEdge Advisors, LLC | $7.1M | $4.3M |
| Elevation Point Wealth Partners, LLC | $10.8M | $218K |
| Raymond James Financial Inc. | $7.4M | $3.3M |
| Cerity Partners LLC | $4.9M | $5.2M |
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: QUS institutional holders, LCTU institutional holders.
Frequently asked questions
Do institutions hold both QUS and LCTU?
56 Form 13F filers report positions in both, out of 348 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%.