QAI vs IWC overlap
QAI and IWC overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: QAI, SEC Form N-PORT, July 31, 2026; IWC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | QAI | IWC |
|---|---|---|
| Morgan Stanley | $100.8M | $26.5M |
| Royal Bank of Canada | $47.9M | $4.9M |
| Wells Fargo & Company | $8.2M | $27.5M |
| Raymond James Financial Inc. | $16.2M | $8.9M |
| Focus Partners Wealth | $20.7M | $1.8M |
| Captrust Financial Advisors | $20.9M | $1.1M |
| Cetera Investment Advisers | $515K | $21.3M |
| Bank of Montreal | $392K | $21.0M |
| UBS Group AG | $9.7M | $10.0M |
| Envestnet Asset Management Inc. | $4.2M | $11.6M |
| LPL Financial LLC | $3.9M | $11.6M |
| Assetmark, Inc. | $89 | $12.8M |
| Endowment Wealth Management, Inc. | $8.0M | $2.3M |
| Osaic Holdings, Inc. | $4.0M | $4.1M |
| Susquehanna International Group, LLP | $1.7M | $6.1M |
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: QAI institutional holders, IWC institutional holders.
Frequently asked questions
How much do QAI and IWC overlap?
0.0% by weight, with 0 holdings in common, using holdings for QAI as of July 31, 2026 and IWC as of June 30, 2026.
Do institutions hold both QAI and IWC?
44 Form 13F filers report positions in both, out of 328 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%.