XTOC vs QTOC overlap
10 institutions report holding both XTOC and QTOC.
XTOCQTOC
Pick 2 to 4 ETFs.
We don’t have holdings for XTOC, QTOC. 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 28 holding any
XTOC69.3% of its 13F dollars, 50.0% of its 20 holders
QTOC32.3% of its 13F dollars, 55.6% of its 18 holders
Largest institutions holding both
| Firm | XTOC | QTOC |
|---|---|---|
| Regatta Research & Money Management | $2.9M | $245K |
| Welch Financial Planning, LLC | $1.9M | $766K |
| Susquehanna International Group, LLP | $827K | $1.2M |
| Osaic Holdings, Inc. | $979K | $550K |
| Andina Capital Management, LLC | $558K | $577K |
| HighTower Advisors, LLC | $302K | $261K |
| IFP Advisors, Inc | $361 | $31K |
| EverSource Wealth Advisors, LLC | $3K | $6K |
| Morgan Stanley | $7K | $38 |
| CoreCap Advisors, LLC | $397 | $418 |
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: XTOC institutional holders, QTOC institutional holders.
Frequently asked questions
Do institutions hold both XTOC and QTOC?
10 Form 13F filers report positions in both, out of 28 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%.