QGRW vs GRNY overlap
QGRW and GRNY overlap 33.0% by weight, across 24 shared holdings.
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Top shared holdings
| Holding | QGRW | GRNY | Overlap |
|---|---|---|---|
| ELI Lilly & CoLLY | 3.35% | 2.61% | 2.61% |
| Microsoft Corp.MSFT | 7.24% | 2.54% | 2.54% |
| ADV Micro DeviceAMD | 2.60% | 2.45% | 2.45% |
| Amazon.COM Inc.AMZN | 6.82% | 2.36% | 2.36% |
| Apple Inc.AAPL | 2.82% | 2.35% | 2.35% |
| Broadcom Inc.AVGO | 3.17% | 2.12% | 2.12% |
| Alphabet Inc.-aGOOGL | 8.03% | 2.11% | 2.11% |
| META Platforms-aMETA | 5.55% | 2.11% | 2.11% |
| Nvidia Corp.NVDA | 11.36% | 2.04% | 2.04% |
| Caterpillar Inc.CAT | 1.51% | 2.13% | 1.51% |
| General ElectricGE | 1.35% | 2.76% | 1.35% |
| KLA Corp.KLAC | 1.29% | 2.30% | 1.29% |
| GE Vernova Inc.GEV | 1.15% | 2.18% | 1.15% |
| Oracle Corp.ORCL | 1.12% | 1.61% | 1.12% |
| Netflix Inc.NFLX | 1.04% | 1.86% | 1.04% |
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; GRNY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | QGRW | GRNY |
|---|---|---|
| LPL Financial LLC | $319.4M | $62.0M |
| Morgan Stanley | $207.6M | $50.7M |
| Raymond James Financial Inc. | $60.2M | $156.2M |
| Royal Bank of Canada | $54K | $163.4M |
| HighTower Advisors, LLC | $35.7M | $68.8M |
| Envestnet Asset Management Inc. | $45.0M | $40.3M |
| Cambridge Investment Research Advisors, Inc. | $12.2M | $66.2M |
| Private Advisor Group, LLC | $73.5M | $4.7M |
| UBS Group AG | $34.1M | $18.2M |
| Rockefeller Capital Management L.P. | $36.2M | $8.1M |
| Osaic Holdings, Inc. | $23.6M | $15.8M |
| Cetera Investment Advisers | $28.4M | $10.2M |
| Janney Montgomery Scott LLC | $13.6M | $23.7M |
| Kestra Advisory Services, LLC | $31.4M | $2.1M |
| NewEdge Advisors, LLC | $336K | $30.5M |
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, GRNY institutional holders.
Frequently asked questions
How much do QGRW and GRNY overlap?
33.0% by weight, with 24 holdings in common, using holdings for QGRW as of June 30, 2026 and GRNY as of July 31, 2026. The largest shared position is LLY.
Do institutions hold both QGRW and GRNY?
74 Form 13F filers report positions in both, out of 417 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%.