XDQQ vs KJUN overlap
12 institutions report holding both XDQQ and KJUN.
XDQQKJUN
Pick 2 to 4 ETFs.
We don’t have holdings for XDQQ, KJUN. 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.
12
institutions report holding both, of 63 holding any
XDQQ25.9% of its 13F dollars, 34.3% of its 35 holders
KJUN58.8% of its 13F dollars, 30.0% of its 40 holders
Largest institutions holding both
| Firm | XDQQ | KJUN |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.4M | $6.2M |
| Susquehanna International Group, LLP | $455K | $8.8M |
| Cetera Investment Advisers | $4.5M | $1.6M |
| Osaic Holdings, Inc. | $474K | $1.6M |
| Harbour Investments, Inc. | $17K | $1.9M |
| LPL Financial LLC | $262K | $830K |
| Ashton Thomas Private Wealth, LLC | $313K | $400K |
| DHJJ Financial Advisors, Ltd. | $2K | $449K |
| Steward Partners Investment Advisory, LLC | $345K | $33K |
| CoreCap Advisors, LLC | $366 | $312K |
| IFP Advisors, Inc | $8K | $159K |
| AE Wealth Management LLC | $34K | $60K |
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, KJUN institutional holders.
Frequently asked questions
Do institutions hold both XDQQ and KJUN?
12 Form 13F filers report positions in both, out of 63 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%.