XDQQ vs INOV overlap
15 institutions report holding both XDQQ and INOV.
XDQQINOV
Pick 2 to 4 ETFs.
We don’t have holdings for XDQQ, INOV. 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 67 holding any
XDQQ47.9% of its 13F dollars, 42.9% of its 35 holders
INOV26.4% of its 13F dollars, 31.9% of its 47 holders
Largest institutions holding both
| Firm | XDQQ | INOV |
|---|---|---|
| HighTower Advisors, LLC | $6.2M | $231K |
| Cetera Investment Advisers | $4.5M | $1.1M |
| Commonwealth Equity Services, LLC | $3.4M | $2.2M |
| Susquehanna International Group, LLP | $455K | $2.5M |
| Cambridge Investment Research Advisors, Inc. | $1.0M | $702K |
| Old Mission Capital LLC | $1.1M | $459K |
| Osaic Holdings, Inc. | $474K | $875K |
| LPL Financial LLC | $262K | $817K |
| IFP Advisors, Inc | $8K | $514K |
| Steward Partners Investment Advisory, LLC | $345K | $101K |
| DHJJ Financial Advisors, Ltd. | $2K | $407K |
| Farther Finance Advisors, LLC | $305K | $1K |
| Harbour Investments, Inc. | $17K | $59K |
| CoreCap Advisors, LLC | $366 | $27K |
| Northwestern Mutual Wealth Management Co | $20K | $5K |
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: XDQQ institutional holders, INOV institutional holders.
Frequently asked questions
Do institutions hold both XDQQ and INOV?
15 Form 13F filers report positions in both, out of 67 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%.