SAUG vs QCJL overlap
23 institutions report holding both SAUG and QCJL.
SAUGQCJL
Pick 2 to 4 ETFs.
We don’t have holdings for SAUG, QCJL. 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.
23
institutions report holding both, of 88 holding any
SAUG52.4% of its 13F dollars, 41.8% of its 55 holders
QCJL60.0% of its 13F dollars, 41.1% of its 56 holders
Largest institutions holding both
| Firm | SAUG | QCJL |
|---|---|---|
| Raymond James Financial Inc. | $3.1M | $8.2M |
| Truist Financial Corp. | $1.5M | $4.1M |
| Cetera Investment Advisers | $2.4M | $1.9M |
| Susquehanna International Group, LLP | $1.9M | $2.3M |
| Commonwealth Equity Services, LLC | $1.5M | $1.2M |
| Kestra Advisory Services, LLC | $1.8M | $564K |
| Osaic Holdings, Inc. | $1.6M | $650K |
| Cambridge Investment Research Advisors, Inc. | $695K | $915K |
| LPL Financial LLC | $1.3M | $253K |
| Global Assets Advisory, LLC | $1.1M | $401K |
| Grantvest Financial Group LLC | $919K | $565K |
| Silver Oak Securities, Incorporated | $360K | $841K |
| Foundations Investment Advisors, LLC | $515K | $562K |
| Diligent Investors, LLC | $226K | $838K |
| Fiduciary Financial Advisors | $888K | $33K |
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: SAUG institutional holders, QCJL institutional holders.
Frequently asked questions
Do institutions hold both SAUG and QCJL?
23 Form 13F filers report positions in both, out of 88 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%.