QBER vs BPRO overlap
2 institutions report holding both QBER and BPRO.
QBERBPRO
Pick 2 to 4 ETFs.
We don’t have holdings for BPRO. 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.
2
institutions report holding both, of 40 holding any
QBER0.0% of its 13F dollars, 5.3% of its 38 holders
BPRO0.0% of its 13F dollars, 50.0% of its 4 holders
Largest institutions holding both
| Firm | QBER | BPRO |
|---|---|---|
| UBS Group AG | $29K | $9K |
| Integrated Wealth Concepts LLC | $2K | $4K |
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: QBER institutional holders, BPRO institutional holders.
Frequently asked questions
Do institutions hold both QBER and BPRO?
2 Form 13F filers report positions in both, out of 40 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%.