WEEI vs QALT overlap
3 institutions report holding both WEEI and QALT.
WEEIQALT
Pick 2 to 4 ETFs.
We don’t have holdings for WEEI. 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.
3
institutions report holding both, of 51 holding any
WEEI38.2% of its 13F dollars, 18.8% of its 16 holders
QALT30.8% of its 13F dollars, 7.9% of its 38 holders
Largest institutions holding both
| Firm | WEEI | QALT |
|---|---|---|
| LPL Financial LLC | $8.5M | $276K |
| Osaic Holdings, Inc. | $118K | $6.5M |
| Royal Bank of Canada | $8K | $150K |
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: WEEI institutional holders, QALT institutional holders.
Frequently asked questions
Do institutions hold both WEEI and QALT?
3 Form 13F filers report positions in both, out of 51 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%.