QQH vs CRBN overlap
QQH and CRBN overlap 34.2% by weight, across 86 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | QQH | CRBN | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.25% | 4.56% | 4.56% |
| Apple Inc.AAPL | 8.97% | 4.50% | 4.50% |
| Microsoft Corp.MSFT | 5.75% | 3.24% | 3.24% |
| Amazon.COM Inc.AMZN | 4.22% | 2.61% | 2.61% |
| Alphabet Inc.-aGOOGL | 2.15% | 2.18% | 2.15% |
| Broadcom Inc.AVGO | 3.32% | 1.73% | 1.73% |
| Alphabet Inc.-CGOOG | 2.14% | 1.51% | 1.51% |
| META Platforms-aMETA | 3.68% | 1.20% | 1.20% |
| Micron TechMU | 3.39% | 0.94% | 0.94% |
| Tesla Inc.TSLA | 4.05% | 0.90% | 0.90% |
| ADV Micro DeviceAMD | 2.49% | 0.78% | 0.78% |
| Walmart Inc.WMT | 1.62% | 0.51% | 0.51% |
| Cisco SystemsCSCO | 1.50% | 0.50% | 0.50% |
| Intel Corp.INTC | 1.64% | 0.40% | 0.40% |
| Costco WholesaleCOST | 1.37% | 0.37% | 0.37% |
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: QQH, SEC Form N-PORT, June 30, 2026; CRBN, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | QQH | CRBN |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $71.8M | $3.9M |
| Envestnet Asset Management Inc. | $53.9M | $2.0M |
| Morgan Stanley | $43K | $53.1M |
| Cetera Investment Advisers | $36.3M | $1.3M |
| LPL Financial LLC | $21.8M | $4.0M |
| Raymond James Financial Inc. | $4.1M | $796K |
| Osaic Holdings, Inc. | $1.2M | $3.2M |
| Steward Partners Investment Advisory, LLC | $12K | $1.3M |
| Geneos Wealth Management Inc. | $111K | $538K |
| Kestra Advisory Services, LLC | $324K | $319K |
| Assetmark, Inc. | $70K | $41K |
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: QQH institutional holders, CRBN institutional holders.
Frequently asked questions
How much do QQH and CRBN overlap?
34.2% by weight, with 86 holdings in common, using holdings for QQH as of June 30, 2026 and CRBN as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both QQH and CRBN?
11 Form 13F filers report positions in both, out of 179 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%.