QQQJ vs AVTM overlap

QQQJ and AVTM overlap 1.7% by weight, across 73 shared holdings.

QQQJAVTM

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1.7%

overlap by weight, across 73 shared holdings

QQQJ73.5% of the fund is in shared holdings, of 102

AVTM1.7% of the fund is in shared holdings, of 1,545

Top shared holdings

Holding	QQQJ	AVTM	Overlap
OKTA Inc.OKTA	0.97%	0.46%	0.46%
ULTA Beauty Inc.ULTA	1.05%	0.27%	0.27%
Tractor SupplyTSCO	0.77%	0.16%	0.16%
Domino's PizzaDPZ	0.49%	0.15%	0.15%
Netapp Inc.NTAP	1.60%	0.13%	0.13%
Expand Energy CoEXE	1.04%	0.06%	0.06%
Mongodb Inc.MDB	1.27%	0.05%	0.05%
Aerovironment inAVAV	0.48%	0.03%	0.03%
Trade DESK Inc.-aTTD	0.43%	0.03%	0.03%
United AirlinesUAL	1.73%	0.03%	0.03%
Kratos Defense &KTOS	0.55%	0.03%	0.03%
On SemiconductorON	2.21%	0.02%	0.02%
Expedia Group inEXPE	1.23%	0.02%	0.02%
SS&C TechnologieSSNC	0.76%	0.02%	0.02%
Kimberly-ClarkKMB	1.51%	0.02%	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: QQQJ, SEC Form N-PORT, May 31, 2026; AVTM, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 215 holding any

QQQJ4.8% of its 13F dollars, 2.1% of its 194 holders

AVTM24.6% of its 13F dollars, 16.0% of its 25 holders

Largest institutions holding both

Firm	QQQJ	AVTM
Cresset Asset Management, LLC	$615K	$85.1M
Wells Fargo & Company	$18.5M	$1K
SJS Investment Consulting Inc.	$911	$11.2M
HighTower Advisors, LLC	$812K	$6.5M

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: QQQJ institutional holders, AVTM institutional holders.

Frequently asked questions

How much do QQQJ and AVTM overlap?

1.7% by weight, with 73 holdings in common, using holdings for QQQJ as of May 31, 2026 and AVTM as of May 31, 2026. The largest shared position is OKTA.

Do institutions hold both QQQJ and AVTM?

4 Form 13F filers report positions in both, out of 215 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%.