QHY vs DEFR overlap
QHY and DEFR 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: QHY, SEC Form N-PORT, June 30, 2026; DEFR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | QHY | DEFR |
|---|---|---|
| Envestnet Asset Management Inc. | $1.3M | $7.8M |
| Integrated Wealth Concepts LLC | $201K | $4.3M |
| Atria Investments, Inc | $1.8M | $1.1M |
| Jane Street Group, LLC | $1.9M | $661K |
| Osaic Holdings, Inc. | $1.2M | $396K |
| Harbour Investments, Inc. | $390K | $69K |
| Farther Finance Advisors, LLC | $129K | $29K |
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: QHY institutional holders, DEFR institutional holders.
Frequently asked questions
How much do QHY and DEFR overlap?
0.0% by weight, with 0 holdings in common, using holdings for QHY as of June 30, 2026 and DEFR as of July 31, 2026.
Do institutions hold both QHY and DEFR?
7 Form 13F filers report positions in both, out of 95 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%.