QLV vs OVLH overlap

QLV and OVLH overlap 0.0% by weight, across 0 shared holdings.

QLVOVLH

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

QLV0.0% of the fund is in shared holdings, of 117

OVLH0.0% of the fund is in shared holdings, of 1

These funds report on different dates (QLV: July 31, 2026, OVLH: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

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: QLV, SEC Form N-PORT, July 31, 2026; OVLH, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 55 holding any

QLV18.0% of its 13F dollars, 18.4% of its 38 holders

OVLH14.5% of its 13F dollars, 29.2% of its 24 holders

Largest institutions holding both

Firm	QLV	OVLH
LPL Financial LLC	$11.2M	$2.9M
Commonwealth Equity Services, LLC	$793K	$9.8M
Morgan Stanley	$4.2M	$13K
Raymond James Financial Inc.	$619K	$371K
Envestnet Asset Management Inc.	$376K	$250K
Wells Fargo & Company	$68	$242K
IFP Advisors, Inc	$76K	$112K

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, OVLH institutional holders.

Frequently asked questions

How much do QLV and OVLH overlap?

0.0% by weight, with 0 holdings in common, using holdings for QLV as of July 31, 2026 and OVLH as of May 31, 2026.

Do institutions hold both QLV and OVLH?

7 Form 13F filers report positions in both, out of 55 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%.