RSMR vs QBQV overlap
2 institutions report holding both RSMR and QBQV.
RSMRQBQV
Pick 2 to 4 ETFs.
We don’t have holdings for RSMR, QBQV. 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.
2
institutions report holding both, of 15 holding any
RSMR16.9% of its 13F dollars, 15.4% of its 13 holders
QBQV13.2% of its 13F dollars, 50.0% of its 4 holders
Largest institutions holding both
| Firm | RSMR | QBQV |
|---|---|---|
| Susquehanna International Group, LLP | $820K | $444K |
| Commonwealth Equity Services, LLC | $255K | $381K |
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: RSMR institutional holders, QBQV institutional holders.
Frequently asked questions
Do institutions hold both RSMR and QBQV?
2 Form 13F filers report positions in both, out of 15 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%.