SGVT vs QHY overlap
14 institutions report holding both SGVT and QHY.
SGVTQHY
Pick 2 to 4 ETFs.
We don’t have holdings for SGVT. 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.
14
institutions report holding both, of 142 holding any
SGVT5.0% of its 13F dollars, 16.9% of its 83 holders
QHY13.7% of its 13F dollars, 19.2% of its 73 holders
Largest institutions holding both
| Firm | SGVT | QHY |
|---|---|---|
| WealthPlan Investment Management, LLC | $894K | $11.4M |
| Jane Street Group, LLC | $1.9M | $1.9M |
| Mariner, LLC | $1.5M | $767K |
| JPMorgan Chase & Co | $79K | $1.7M |
| Farther Finance Advisors, LLC | $1.3M | $129K |
| Osaic Holdings, Inc. | $66K | $1.2M |
| Harbour Investments, Inc. | $211K | $390K |
| Creative Financial Designs Inc. | $361K | $140K |
| Integrated Wealth Concepts LLC | $63K | $201K |
| Arax Advisory Partners | $224K | $366 |
| AE Wealth Management LLC | $3K | $145K |
| UBS Group AG | $10K | $55K |
| EverSource Wealth Advisors, LLC | $11K | $137 |
| Wells Fargo & Company | $22 | $66 |
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: SGVT institutional holders, QHY institutional holders.
Frequently asked questions
Do institutions hold both SGVT and QHY?
14 Form 13F filers report positions in both, out of 142 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%.