JUST vs GQGU overlap
JUST and GQGU overlap 6.7% by weight, across 22 shared holdings.
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Top shared holdings
| Holding | JUST | GQGU | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 1.31% | 6.46% | 1.31% |
| Bank of AmericaBAC | 0.74% | 0.94% | 0.74% |
| Abbvie Inc.ABBV | 0.64% | 1.83% | 0.64% |
| Coca-Cola Co/theKO | 0.62% | 3.57% | 0.62% |
| McDonalds Corp.MCD | 0.41% | 1.67% | 0.41% |
| Verizon CommunicVZ | 0.40% | 5.31% | 0.40% |
| Pepsico Inc.PEP | 0.40% | 2.79% | 0.40% |
| Intuitive SurgicISRG | 0.25% | 1.09% | 0.25% |
| Progressive Corp.PGR | 0.24% | 4.08% | 0.24% |
| Altria Group Inc.MO | 0.24% | 6.20% | 0.24% |
| CVS Health Corp.CVS | 0.23% | 2.53% | 0.23% |
| DUKE Energy Corp.DUK | 0.21% | 1.93% | 0.21% |
| American ElectriAEP | 0.15% | 3.21% | 0.15% |
| Travelers COS inTRV | 0.14% | 1.58% | 0.14% |
| The Cigna GroupCI | 0.12% | 4.34% | 0.12% |
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: JUST, SEC Form N-PORT, May 31, 2026; GQGU, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JUST | GQGU |
|---|---|---|
| Raymond James Financial Inc. | $1.3M | $31.9M |
| Morgan Stanley | $24.2M | $2K |
| LPL Financial LLC | $6.7M | $1.2M |
| Osaic Holdings, Inc. | $3.3M | $688K |
| MAI Capital Management | $342K | $3.2M |
| IFP Advisors, Inc | $175K | $2.5M |
| Royal Bank of Canada | $2.3M | $384K |
| Susquehanna International Group, LLP | $1.4M | $411K |
| Bank of Montreal | $247K | $1.4M |
| Envestnet Asset Management Inc. | $1.1M | $315K |
| Mutual Advisors, LLC | $298K | $262K |
| Aptus Capital Advisors, LLC | $344K | $8K |
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: JUST institutional holders, GQGU institutional holders.
Frequently asked questions
How much do JUST and GQGU overlap?
6.7% by weight, with 22 holdings in common, using holdings for JUST as of May 31, 2026 and GQGU as of June 30, 2026. The largest shared position is XOM.
Do institutions hold both JUST and GQGU?
12 Form 13F filers report positions in both, out of 123 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%.