QDIV vs CUT overlap
QDIV and CUT overlap 3.5% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (QDIV: May 31, 2026, CUT: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | QDIV | CUT | Overlap |
|---|---|---|---|
| Packaging Corp.PKG | 1.93% | 5.56% | 1.93% |
| Avery DennisonAVY | 1.61% | 5.06% | 1.61% |
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: QDIV, SEC Form N-PORT, May 31, 2026; CUT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | QDIV | CUT |
|---|---|---|
| Harbour Investments, Inc. | $3.0M | $4K |
| LPL Financial LLC | $2.1M | $339K |
| Susquehanna International Group, LLP | $222K | $1.9M |
| Osaic Holdings, Inc. | $28K | $25K |
| UBS Group AG | $9K | $40K |
| Rockefeller Capital Management L.P. | $5K | $20K |
| IFP Advisors, Inc | $15K | $5K |
| Wells Fargo & Company | $13 | $26 |
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: QDIV institutional holders, CUT institutional holders.
Frequently asked questions
How much do QDIV and CUT overlap?
3.5% by weight, with 2 holdings in common, using holdings for QDIV as of May 31, 2026 and CUT as of July 31, 2026. The largest shared position is PKG.
Do institutions hold both QDIV and CUT?
8 Form 13F filers report positions in both, out of 43 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%.