RIET vs QQQY overlap
6 institutions report holding both RIET and QQQY.
RIETQQQY
Pick 2 to 4 ETFs.
We don’t have holdings for QQQY. 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 53 holding any
RIET1.7% of its 13F dollars, 19.4% of its 31 holders
QQQY20.3% of its 13F dollars, 21.4% of its 28 holders
Largest institutions holding both
| Firm | RIET | QQQY |
|---|---|---|
| Stifel Financial Corp. | $145K | $1.8M |
| Osaic Holdings, Inc. | $975 | $48K |
| Larson Financial Group LLC | $3K | $24K |
| Morgan Stanley | $12 | $2K |
| UBS Group AG | $29 | $48 |
| Wells Fargo & Company | $7 | $25 |
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: RIET institutional holders, QQQY institutional holders.
Frequently asked questions
Do institutions hold both RIET and QQQY?
6 Form 13F filers report positions in both, out of 53 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%.