QLV vs GDIV overlap
QLV and GDIV overlap 21.9% by weight, across 14 shared holdings.
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Top shared holdings
| Holding | QLV | GDIV | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 5.64% | 5.19% | 5.19% |
| Johnson&JohnsonJNJ | 4.30% | 2.94% | 2.94% |
| Microsoft Corp.MSFT | 5.89% | 2.82% | 2.82% |
| Broadcom Inc.AVGO | 1.76% | 2.78% | 1.76% |
| ELI Lilly & CoLLY | 1.53% | 4.12% | 1.53% |
| Coca-Cola Co/theKO | 1.53% | 2.71% | 1.53% |
| Merck & CoMRK | 1.34% | 1.77% | 1.34% |
| TJX COS Inc.TJX | 0.97% | 1.77% | 0.97% |
| Waste ManagementWM | 0.87% | 1.23% | 0.87% |
| Cheniere EnergyLNG | 0.85% | 1.58% | 0.85% |
| Gilead SciencesGILD | 0.77% | 2.08% | 0.77% |
| Verisign Inc.VRSN | 0.73% | 0.95% | 0.73% |
| Williams COS Inc.WMB | 0.58% | 3.08% | 0.58% |
| McKesson Corp.MCK | 0.02% | 1.58% | 0.02% |
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: QLV, SEC Form N-PORT, July 31, 2026; GDIV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | QLV | GDIV |
|---|---|---|
| LPL Financial LLC | $11.2M | $16.1M |
| Commonwealth Equity Services, LLC | $793K | $19.1M |
| Raymond James Financial Inc. | $619K | $8.1M |
| Equitable Holdings, Inc. | $1.2M | $7.2M |
| Morgan Stanley | $4.2M | $97K |
| Envestnet Asset Management Inc. | $376K | $2.0M |
| Citadel Advisors LLC | $1.0M | $410K |
| Osaic Holdings, Inc. | $665K | $140K |
| IFP Advisors, Inc | $76K | $84K |
| UBS Group AG | $103K | $39K |
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: QLV institutional holders, GDIV institutional holders.
Frequently asked questions
How much do QLV and GDIV overlap?
21.9% by weight, with 14 holdings in common, using holdings for QLV as of July 31, 2026 and GDIV as of July 31, 2026. The largest shared position is AAPL.
Do institutions hold both QLV and GDIV?
10 Form 13F filers report positions in both, out of 56 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%.