SQMX vs AAPR overlap
8 institutions report holding both SQMX and AAPR.
SQMXAAPR
Pick 2 to 4 ETFs.
We don’t have holdings for SQMX, AAPR. 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.
8
institutions report holding both, of 65 holding any
SQMX57.0% of its 13F dollars, 40.0% of its 20 holders
AAPR7.8% of its 13F dollars, 15.1% of its 53 holders
Largest institutions holding both
| Firm | SQMX | AAPR |
|---|---|---|
| CoreCap Advisors, LLC | $12.8M | $105K |
| Cetera Investment Advisers | $9.0M | $973K |
| Citadel Advisors LLC | $2.2M | $313K |
| World Investment Advisors | $706K | $659K |
| Old Mission Capital LLC | $716K | $579K |
| Envestnet Asset Management Inc. | $446K | $424K |
| Osaic Holdings, Inc. | $17K | $350K |
| Barclays PLC | $75K | $181K |
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: SQMX institutional holders, AAPR institutional holders.
Frequently asked questions
Do institutions hold both SQMX and AAPR?
8 Form 13F filers report positions in both, out of 65 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%.