TAGS vs QSOL overlap
1 institutions report holding both TAGS and QSOL.
TAGSQSOL
Pick 2 to 4 ETFs.
We don’t have holdings for TAGS, QSOL. 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.
1
institutions report holding both, of 18 holding any
TAGS59.6% of its 13F dollars, 7.1% of its 14 holders
QSOL51.0% of its 13F dollars, 20.0% of its 5 holders
Largest institutions holding both
| Firm | TAGS | QSOL |
|---|---|---|
| Susquehanna International Group, LLP | $1.8M | $1.5M |
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: TAGS institutional holders, QSOL institutional holders.
Frequently asked questions
Do institutions hold both TAGS and QSOL?
1 Form 13F filers report positions in both, out of 18 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%.