QQQI vs AOR overlap
QQQI and AOR overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: QQQI, SEC Form N-PORT, June 30, 2026; AOR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | QQQI | AOR |
|---|---|---|
| LPL Financial LLC | $188.0M | $74.1M |
| BlackRock, Inc. | $69K | $136.1M |
| Royal Bank of Canada | $56.5M | $20.9M |
| Goldman Sachs Group Inc. | $70.7M | $228K |
| UBS Group AG | $43.2M | $13.0M |
| Cambridge Investment Research Advisors, Inc. | $17.3M | $31.7M |
| JPMorgan Chase & Co | $12K | $46.3M |
| Raymond James Financial Inc. | $29.0M | $16.8M |
| Wells Fargo & Company | $540K | $39.1M |
| Morgan Stanley | $2.6M | $36.5M |
| Foundations Investment Advisors, LLC | $5.2M | $27.1M |
| Merit Financial Group, LLC | $31.7M | $366K |
| Independent Financial Group, LLC | $30.3M | $872K |
| MML Investors Services, LLC | $27.3M | $1.2M |
| Stifel Financial Corp. | $13.4M | $12.8M |
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: QQQI institutional holders, AOR institutional holders.
Frequently asked questions
How much do QQQI and AOR overlap?
0.0% by weight, with 0 holdings in common, using holdings for QQQI as of June 30, 2026 and AOR as of July 31, 2026.
Do institutions hold both QQQI and AOR?
141 Form 13F filers report positions in both, out of 674 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%.