XDQQ vs KMAY overlap
10 institutions report holding both XDQQ and KMAY.
XDQQKMAY
Pick 2 to 4 ETFs.
We don’t have holdings for XDQQ, KMAY. 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.
10
institutions report holding both, of 64 holding any
XDQQ27.8% of its 13F dollars, 28.6% of its 35 holders
KMAY28.2% of its 13F dollars, 25.6% of its 39 holders
Largest institutions holding both
| Firm | XDQQ | KMAY |
|---|---|---|
| Cetera Investment Advisers | $4.5M | $1.4M |
| Commonwealth Equity Services, LLC | $3.4M | $1.6M |
| Osaic Holdings, Inc. | $474K | $3.2M |
| Harbour Investments, Inc. | $17K | $2.0M |
| Susquehanna International Group, LLP | $455K | $1.4M |
| Old Mission Capital LLC | $1.1M | $361K |
| LPL Financial LLC | $262K | $508K |
| Ashton Thomas Private Wealth, LLC | $313K | $21K |
| DHJJ Financial Advisors, Ltd. | $2K | $189K |
| IFP Advisors, Inc | $8K | $52K |
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, KMAY institutional holders.
Frequently asked questions
Do institutions hold both XDQQ and KMAY?
10 Form 13F filers report positions in both, out of 64 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%.