SELV vs GQI overlap
7 institutions report holding both SELV and GQI.
SELVGQI
Pick 2 to 4 ETFs.
We don’t have holdings for GQI. 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.
7
institutions report holding both, of 77 holding any
SELV3.2% of its 13F dollars, 17.9% of its 39 holders
GQI38.5% of its 13F dollars, 15.6% of its 45 holders
Largest institutions holding both
| Firm | SELV | GQI |
|---|---|---|
| LPL Financial LLC | $457K | $42.2M |
| Wealth Enhancement Advisory Services, LLC | $1.5M | $9.0M |
| Royal Bank of Canada | $5K | $5.3M |
| Osaic Holdings, Inc. | $305K | $2.8M |
| Truist Financial Corp. | $2.2M | $260K |
| Global Retirement Partners, LLC | $154K | $2.0M |
| NewEdge Advisors, LLC | $607K | $221K |
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: SELV institutional holders, GQI institutional holders.
Frequently asked questions
Do institutions hold both SELV and GQI?
7 Form 13F filers report positions in both, out of 77 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%.