UMAY vs QBUF overlap
15 institutions report holding both UMAY and QBUF.
UMAYQBUF
Pick 2 to 4 ETFs.
We don’t have holdings for UMAY, QBUF. 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.
15
institutions report holding both, of 101 holding any
UMAY69.2% of its 13F dollars, 25.0% of its 60 holders
QBUF34.6% of its 13F dollars, 26.8% of its 56 holders
Largest institutions holding both
| Firm | UMAY | QBUF |
|---|---|---|
| Brookstone Capital Management | $55.8M | $1.3M |
| Central Valley Advisors, LLC | $2.5M | $13.2M |
| Osaic Holdings, Inc. | $2.5M | $4.3M |
| Raymond James Financial Inc. | $718K | $4.3M |
| Kestra Advisory Services, LLC | $2.2M | $2.7M |
| Cetera Investment Advisers | $2.1M | $2.1M |
| Commonwealth Equity Services, LLC | $2.1M | $1.9M |
| Beacon Pointe Advisors, LLC | $295K | $3.1M |
| Envestnet Asset Management Inc. | $2.4M | $632K |
| MML Investors Services, LLC | $1.1M | $737K |
| LPL Financial LLC | $724K | $627K |
| AE Wealth Management LLC | $341K | $666K |
| Keating Financial Advisory Services, Inc. | $2K | $427K |
| WealthShield Partners, LLC | $260K | $123K |
| Noble Wealth Management PBC | $27K | $9K |
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: UMAY institutional holders, QBUF institutional holders.
Frequently asked questions
Do institutions hold both UMAY and QBUF?
15 Form 13F filers report positions in both, out of 101 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%.