QFLR vs FMAY overlap
34 institutions report holding both QFLR and FMAY.
QFLRFMAY
Pick 2 to 4 ETFs.
We don’t have holdings for FMAY. 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.
34
institutions report holding both, of 231 holding any
QFLR50.2% of its 13F dollars, 31.5% of its 108 holders
FMAY44.0% of its 13F dollars, 21.7% of its 157 holders
Largest institutions holding both
| Firm | QFLR | FMAY |
|---|---|---|
| LPL Financial LLC | $59.0M | $11.1M |
| Envestnet Asset Management Inc. | $21.5M | $32.3M |
| Commonwealth Equity Services, LLC | $21.6M | $15.1M |
| Cetera Investment Advisers | $12.4M | $24.2M |
| Osaic Holdings, Inc. | $14.1M | $9.0M |
| Assetmark, Inc. | $9K | $16.4M |
| Rockefeller Capital Management L.P. | $2.3M | $13.9M |
| AE Wealth Management LLC | $14.7M | $88K |
| MML Investors Services, LLC | $5.8M | $4.3M |
| Kestra Advisory Services, LLC | $3.8M | $5.4M |
| Cambridge Investment Research Advisors, Inc. | $4.5M | $4.4M |
| Farther Finance Advisors, LLC | $7.0M | $644K |
| Independent Financial Group, LLC | $4.3M | $1.8M |
| Brookstone Capital Management | $4.9M | $1.1M |
| Triumph Capital Management | $5.3M | $28K |
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, FMAY institutional holders.
Frequently asked questions
Do institutions hold both QFLR and FMAY?
34 Form 13F filers report positions in both, out of 231 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%.