JQUA vs DFLV overlap
JQUA and DFLV overlap 22.1% by weight, across 90 shared holdings.
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Top shared holdings
| Holding | JQUA | DFLV | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 1.73% | 3.57% | 1.73% |
| Berkshire HATH-BBRK/B | 1.71% | 1.81% | 1.71% |
| Micron TechMU | 1.65% | 2.30% | 1.65% |
| Johnson&JohnsonJNJ | 1.63% | 2.38% | 1.63% |
| Cisco SystemsCSCO | 1.35% | 1.15% | 1.15% |
| Merck & CoMRK | 1.02% | 1.31% | 1.02% |
| Procter & GamblePG | 0.99% | 1.26% | 0.99% |
| META Platforms-aMETA | 1.67% | 0.79% | 0.79% |
| Linde PLCLIN | 0.71% | 1.09% | 0.71% |
| Chevron Corp.CVX | 0.69% | 1.87% | 0.69% |
| Analog DevicesADI | 0.64% | 0.72% | 0.64% |
| Bristol-MYER SQBBMY | 0.49% | 0.61% | 0.49% |
| Salesforce Inc.CRM | 0.60% | 0.48% | 0.48% |
| Chubb Ltd.CB | 0.48% | 0.50% | 0.48% |
| Travelers COS inTRV | 0.41% | 0.85% | 0.41% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: JQUA, SEC Form N-PORT, July 31, 2026; DFLV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JQUA | DFLV |
|---|---|---|
| Savant Capital, LLC | $906.7M | $1.0B |
| LPL Financial LLC | $254.4M | $75.5M |
| Cetera Investment Advisers | $86.3M | $174.9M |
| Sage Mountain Advisors LLC | $210.4M | $4.2M |
| Focus Partners Wealth | $190.4M | $12.7M |
| Vise Technologies, Inc. | $2.7M | $181.6M |
| EP Wealth Advisors, LLC | $74.1M | $108.1M |
| Foster Group, Inc. | $2.1M | $158.3M |
| Raymond James Financial Inc. | $117.1M | $36.4M |
| JPMorgan Chase & Co | $133.2M | $17.8M |
| Cambridge Investment Research Advisors, Inc. | $123.7M | $24.1M |
| Bank of America Corp. | $100.1M | $40.5M |
| St Germain D J Co Inc. | $138.7M | $15 |
| Cerity Partners LLC | $20.8M | $113.8M |
| Morgan Stanley | $130.8M | $1.3M |
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: JQUA institutional holders, DFLV institutional holders.
Frequently asked questions
How much do JQUA and DFLV overlap?
22.1% by weight, with 90 holdings in common, using holdings for JQUA as of July 31, 2026 and DFLV as of July 31, 2026. The largest shared position is XOM.
Do institutions hold both JQUA and DFLV?
112 Form 13F filers report positions in both, out of 763 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%.