SEPM vs PQJA overlap
3 institutions report holding both SEPM and PQJA.
SEPMPQJA
Pick 2 to 4 ETFs.
We don’t have holdings for SEPM, PQJA. 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 33 holding any
SEPM10.9% of its 13F dollars, 9.7% of its 31 holders
PQJA1.9% of its 13F dollars, 60.0% of its 5 holders
Largest institutions holding both
| Firm | SEPM | PQJA |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.5M | $221K |
| IFP Advisors, Inc | $214K | $16K |
| UBS Group AG | $64K | $66K |
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: SEPM institutional holders, PQJA institutional holders.
Frequently asked questions
Do institutions hold both SEPM and PQJA?
3 Form 13F filers report positions in both, out of 33 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%.