SCLZ vs QQQY overlap
3 institutions report holding both SCLZ and QQQY.
SCLZQQQY
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.
3
institutions report holding both, of 35 holding any
SCLZ16.8% of its 13F dollars, 30.0% of its 10 holders
QQQY2.8% of its 13F dollars, 10.7% of its 28 holders
Largest institutions holding both
| Firm | SCLZ | QQQY |
|---|---|---|
| Jane Street Group, LLC | $1.2M | $203K |
| Osaic Holdings, Inc. | $101K | $48K |
| Morgan Stanley | $134K | $2K |
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: SCLZ institutional holders, QQQY institutional holders.
Frequently asked questions
Do institutions hold both SCLZ and QQQY?
3 Form 13F filers report positions in both, out of 35 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%.