QFLR vs BUFM overlap
2 institutions report holding both QFLR and BUFM.
QFLRBUFM
Pick 2 to 4 ETFs.
We don’t have holdings for BUFM. 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 113 holding any
QFLR3.8% of its 13F dollars, 1.9% of its 108 holders
BUFM0.0% of its 13F dollars, 28.6% of its 7 holders
Largest institutions holding both
| Firm | QFLR | BUFM |
|---|---|---|
| AE Wealth Management LLC | $14.7M | $16K |
| Integrated Wealth Concepts LLC | $1K | $10K |
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: QFLR institutional holders, BUFM institutional holders.
Frequently asked questions
Do institutions hold both QFLR and BUFM?
2 Form 13F filers report positions in both, out of 113 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%.