QGRW vs CALF overlap
QGRW and CALF 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: QGRW, SEC Form N-PORT, June 30, 2026; CALF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | QGRW | CALF |
|---|---|---|
| Bank of America Corp. | $141.1M | $529.2M |
| LPL Financial LLC | $319.4M | $160.2M |
| Morgan Stanley | $207.6M | $193.7M |
| Raymond James Financial Inc. | $60.2M | $74.1M |
| Cetera Investment Advisers | $28.4M | $85.4M |
| Envestnet Asset Management Inc. | $45.0M | $44.4M |
| UBS Group AG | $34.1M | $52.6M |
| Private Advisor Group, LLC | $73.5M | $8.3M |
| Northwestern Mutual Wealth Management Co | $16.7M | $57.2M |
| Cambridge Investment Research Advisors, Inc. | $12.2M | $58.2M |
| Wells Fargo & Company | $132K | $70.2M |
| Rockefeller Capital Management L.P. | $36.2M | $33.1M |
| Osaic Holdings, Inc. | $23.6M | $38.6M |
| HighTower Advisors, LLC | $35.7M | $13.3M |
| Kestra Advisory Services, LLC | $31.4M | $15.5M |
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: QGRW institutional holders, CALF institutional holders.
Frequently asked questions
How much do QGRW and CALF overlap?
0.0% by weight, with 0 holdings in common, using holdings for QGRW as of June 30, 2026 and CALF as of July 31, 2026.
Do institutions hold both QGRW and CALF?
87 Form 13F filers report positions in both, out of 471 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%.