XIMR vs QMAG overlap
14 institutions report holding both XIMR and QMAG.
XIMRQMAG
Pick 2 to 4 ETFs.
We don’t have holdings for QMAG. 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.
14
institutions report holding both, of 57 holding any
XIMR69.8% of its 13F dollars, 58.3% of its 24 holders
QMAG32.7% of its 13F dollars, 29.8% of its 47 holders
Largest institutions holding both
| Firm | XIMR | QMAG |
|---|---|---|
| Cetera Investment Advisers | $12.2M | $1.1M |
| Commonwealth Equity Services, LLC | $247K | $2.1M |
| Susquehanna International Group, LLP | $1.7M | $502K |
| Kestra Advisory Services, LLC | $663K | $1.1M |
| Citadel Advisors LLC | $600K | $1.0M |
| Old Mission Capital LLC | $671K | $804K |
| Uptick Partners, LLC | $504K | $481K |
| Envestnet Asset Management Inc. | $429K | $512K |
| MML Investors Services, LLC | $597K | $307K |
| Harbour Investments, Inc. | $440K | $187K |
| Money Concepts Capital Corp. | $207K | $275K |
| Osaic Holdings, Inc. | $58K | $108K |
| Farther Finance Advisors, LLC | $19K | $76K |
| Capital Investment Advisory Services, LLC | $31K | $11K |
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: XIMR institutional holders, QMAG institutional holders.
Frequently asked questions
Do institutions hold both XIMR and QMAG?
14 Form 13F filers report positions in both, out of 57 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%.