XDQQ vs JULT overlap
11 institutions report holding both XDQQ and JULT.
XDQQJULT
Pick 2 to 4 ETFs.
We don’t have holdings for XDQQ, JULT. 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.
11
institutions report holding both, of 68 holding any
XDQQ31.0% of its 13F dollars, 31.4% of its 35 holders
JULT50.5% of its 13F dollars, 25.0% of its 44 holders
Largest institutions holding both
| Firm | XDQQ | JULT |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.4M | $5.9M |
| Cetera Investment Advisers | $4.5M | $1.8M |
| Osaic Holdings, Inc. | $474K | $4.3M |
| LPL Financial LLC | $262K | $3.2M |
| Cambridge Investment Research Advisors, Inc. | $1.0M | $1.1M |
| Susquehanna International Group, LLP | $455K | $1.3M |
| Old Mission Capital LLC | $1.1M | $459K |
| Centaurus Financial, Inc. | $160K | $587K |
| Harbour Investments, Inc. | $17K | $375K |
| Farther Finance Advisors, LLC | $305K | $30K |
| AE Wealth Management LLC | $34K | $36K |
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, JULT institutional holders.
Frequently asked questions
Do institutions hold both XDQQ and JULT?
11 Form 13F filers report positions in both, out of 68 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%.