TUSI vs QQA overlap
20 institutions report holding both TUSI and QQA.
TUSIQQA
Pick 2 to 4 ETFs.
We don’t have holdings for QQA. 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.
20
institutions report holding both, of 117 holding any
TUSI57.3% of its 13F dollars, 29.4% of its 68 holders
QQA29.9% of its 13F dollars, 29.0% of its 69 holders
Largest institutions holding both
| Firm | TUSI | QQA |
|---|---|---|
| LPL Financial LLC | $60.0M | $79.2M |
| Raymond James Financial Inc. | $67.7M | $6.1M |
| Wells Fargo & Company | $15.7M | $12.1M |
| Integrated Wealth Concepts LLC | $25.1M | $255K |
| Steward Partners Investment Advisory, LLC | $18.8M | $44K |
| Commonwealth Equity Services, LLC | $1.8M | $15.0M |
| Royal Bank of Canada | $13.4M | $893K |
| Stratos Wealth Partners, LTD. | $13.4M | $442K |
| Private Advisor Group, LLC | $7.5M | $3.8M |
| Janney Montgomery Scott LLC | $8.9M | $703K |
| Osaic Holdings, Inc. | $5.1M | $4.1M |
| &Partners | $5.3M | $906K |
| Cambridge Investment Research Advisors, Inc. | $502K | $4.7M |
| Envestnet Asset Management Inc. | $2.0M | $2.2M |
| NewEdge Advisors, LLC | $2.7M | $1.1M |
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: TUSI institutional holders, QQA institutional holders.
Frequently asked questions
Do institutions hold both TUSI and QQA?
20 Form 13F filers report positions in both, out of 117 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%.