QQQH vs FCVT overlap
QQQH and FCVT overlap 1.7% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | QQQH | FCVT | Overlap |
|---|---|---|---|
| Western DigitalWDC | 0.82% | 3.09% | 0.82% |
| Seagate TechnoloSTX | 0.93% | 0.61% | 0.61% |
| Lumentum HOLLITE | 0.28% | 1.35% | 0.28% |
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: QQQH, SEC Form N-PORT, June 30, 2026; FCVT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | QQQH | FCVT |
|---|---|---|
| LPL Financial LLC | $14.5M | $13.6M |
| Osaic Holdings, Inc. | $4.2M | $9.5M |
| Raymond James Financial Inc. | $2.0M | $6.9M |
| OneDigital Investment Advisors LLC | $4.6M | $826K |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $2.7M |
| Royal Bank of Canada | $921K | $3.2M |
| Morgan Stanley | $180K | $3.1M |
| Cetera Investment Advisers | $1.2M | $1.8M |
| Jane Street Group, LLC | $1.0M | $1.2M |
| Stratos Wealth Partners, LTD. | $1.1M | $774K |
| Envestnet Asset Management Inc. | $791K | $789K |
| Stifel Financial Corp. | $721K | $828K |
| Prospera Financial Services Inc | $424K | $324K |
| MML Investors Services, LLC | $284K | $202K |
| Global Retirement Partners, LLC | $35K | $359K |
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: QQQH institutional holders, FCVT institutional holders.
Frequently asked questions
How much do QQQH and FCVT overlap?
1.7% by weight, with 3 holdings in common, using holdings for QQQH as of June 30, 2026 and FCVT as of July 31, 2026. The largest shared position is WDC.
Do institutions hold both QQQH and FCVT?
21 Form 13F filers report positions in both, out of 127 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%.