SQQQ vs CAIQ overlap
8 institutions report holding both SQQQ and CAIQ.
SQQQCAIQ
Pick 2 to 4 ETFs.
We don’t have holdings for CAIQ. 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 136 holding any
SQQQ0.7% of its 13F dollars, 9.6% of its 83 holders
CAIQ1.2% of its 13F dollars, 13.1% of its 61 holders
Largest institutions holding both
| Firm | SQQQ | CAIQ |
|---|---|---|
| Brookstone Capital Management | $277K | $652K |
| Morgan Stanley | $801K | $46 |
| Royal Bank of Canada | $0 | $403K |
| Osaic Holdings, Inc. | $38K | $239K |
| Tucker Asset Management LLC | $73 | $69K |
| Integrated Wealth Concepts LLC | $836 | $51K |
| Farther Finance Advisors, LLC | $6K | $10K |
| Wells Fargo & Company | $152 | $6 |
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: SQQQ institutional holders, CAIQ institutional holders.
Frequently asked questions
Do institutions hold both SQQQ and CAIQ?
8 Form 13F filers report positions in both, out of 136 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%.