WBIG vs QTAC overlap
2 institutions report holding both WBIG and QTAC.
WBIGQTAC
Pick 2 to 4 ETFs.
We don’t have holdings for QTAC. 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.
2
institutions report holding both, of 22 holding any
WBIG0.8% of its 13F dollars, 14.3% of its 14 holders
QTAC1.9% of its 13F dollars, 20.0% of its 10 holders
Largest institutions holding both
| Firm | WBIG | QTAC |
|---|---|---|
| Cetera Investment Advisers | $498K | $1.1M |
| UBS Group AG | $15K | $56K |
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: WBIG institutional holders, QTAC institutional holders.
Frequently asked questions
Do institutions hold both WBIG and QTAC?
2 Form 13F filers report positions in both, out of 22 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%.