QDF vs JMOM overlap
QDF and JMOM overlap 25.8% by weight, across 44 shared holdings.
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Top shared holdings
| Holding | QDF | JMOM | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 4.01% | 2.09% | 2.09% |
| Apple Inc.AAPL | 8.67% | 2.05% | 2.05% |
| Alphabet Inc.-aGOOGL | 2.40% | 2.03% | 2.03% |
| Nvidia Corp.NVDA | 6.33% | 2.00% | 2.00% |
| Microsoft Corp.MSFT | 3.97% | 1.98% | 1.98% |
| Johnson&JohnsonJNJ | 2.81% | 1.89% | 1.89% |
| General ElectricGE | 2.62% | 1.10% | 1.10% |
| Abbvie Inc.ABBV | 2.94% | 1.07% | 1.07% |
| LAM ResearchLRCX | 2.57% | 1.03% | 1.03% |
| GE Vernova Inc.GEV | 1.44% | 0.92% | 0.92% |
| Philip Morris inPM | 1.90% | 0.91% | 0.91% |
| ELI Lilly & CoLLY | 0.71% | 0.91% | 0.71% |
| Western DigitalWDC | 1.27% | 0.70% | 0.70% |
| KLA Corp.KLAC | 1.65% | 0.64% | 0.64% |
| Gilead SciencesGILD | 1.11% | 0.60% | 0.60% |
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: QDF, SEC Form N-PORT, July 31, 2026; JMOM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | QDF | JMOM |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $4.5M | $809.0M |
| LPL Financial LLC | $29.4M | $71.7M |
| JPMorgan Chase & Co | $3.0M | $65.0M |
| AQR Capital Management LLC | $49.9M | $2.6M |
| Shore Point Advisors, LLC | $448K | $44.0M |
| EP Wealth Advisors, LLC | $434K | $33.0M |
| Bank of America Corp. | $28.4M | $4.6M |
| Envestnet Asset Management Inc. | $29.3M | $1.9M |
| Morgan Stanley | $21.5M | $440K |
| UBS Group AG | $19.2M | $32K |
| Orion Porfolio Solutions, LLC | $8.4M | $5.6M |
| Corient Private Wealth LP | $1.5M | $9.3M |
| MML Investors Services, LLC | $8.2M | $283K |
| Savant Capital, LLC | $291K | $6.8M |
| Cambridge Investment Research Advisors, Inc. | $5.5M | $1.1M |
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: QDF institutional holders, JMOM institutional holders.
Frequently asked questions
How much do QDF and JMOM overlap?
25.8% by weight, with 44 holdings in common, using holdings for QDF as of July 31, 2026 and JMOM as of July 31, 2026. The largest shared position is AVGO.
Do institutions hold both QDF and JMOM?
57 Form 13F filers report positions in both, out of 290 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%.