QLC vs JHML overlap
QLC and JHML overlap 49.3% by weight, across 173 shared holdings.
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Top shared holdings
| Holding | QLC | JHML | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.10% | 4.02% | 4.02% |
| Apple Inc.AAPL | 7.33% | 3.99% | 3.99% |
| Alphabet Inc.-aGOOGL | 4.09% | 2.65% | 2.65% |
| Amazon.COM Inc.AMZN | 2.59% | 2.74% | 2.59% |
| Microsoft Corp.MSFT | 4.25% | 2.51% | 2.51% |
| Broadcom Inc.AVGO | 2.94% | 1.75% | 1.75% |
| META Platforms-aMETA | 1.40% | 1.57% | 1.40% |
| JPMorgan ChaseJPM | 1.98% | 1.13% | 1.13% |
| Micron TechMU | 1.09% | 1.62% | 1.09% |
| ELI Lilly & CoLLY | 1.12% | 1.09% | 1.09% |
| Berkshire HATH-BBRK/B | 1.27% | 0.89% | 0.89% |
| Alphabet Inc.-CGOOG | 3.66% | 0.84% | 0.84% |
| LAM ResearchLRCX | 0.80% | 0.76% | 0.76% |
| Applied MaterialAMAT | 1.14% | 0.73% | 0.73% |
| Johnson&JohnsonJNJ | 1.81% | 0.72% | 0.72% |
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: QLC, SEC Form N-PORT, July 31, 2026; JHML, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | QLC | JHML |
|---|---|---|
| Envestnet Asset Management Inc. | $79.0M | $30.5M |
| LPL Financial LLC | $10.2M | $88.7M |
| Wells Fargo & Company | $68 | $74.4M |
| Commonwealth Equity Services, LLC | $20.4M | $42.8M |
| Raymond James Financial Inc. | $7.1M | $44.6M |
| Morgan Stanley | $934K | $37.7M |
| Bank of America Corp. | $3.6M | $25.1M |
| Cetera Investment Advisers | $6.0M | $22.4M |
| Northwestern Mutual Wealth Management Co | $10.8M | $5.6M |
| CoreCap Advisors, LLC | $375K | $5.8M |
| Osaic Holdings, Inc. | $600K | $2.4M |
| Independent Financial Group, LLC | $2.7M | $269K |
| Rossmore Private Capital | $135K | $1.9M |
| IFP Advisors, Inc | $2.0M | $65K |
| International Assets Investment Management, LLC | $200K | $1.8M |
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: QLC institutional holders, JHML institutional holders.
Frequently asked questions
How much do QLC and JHML overlap?
49.3% by weight, with 173 holdings in common, using holdings for QLC as of July 31, 2026 and JHML as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both QLC and JHML?
27 Form 13F filers report positions in both, out of 153 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%.