QQQM vs IVE overlap
QQQM and IVE overlap 32.4% by weight, across 63 shared holdings.
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Top shared holdings
| Holding | QQQM | IVE | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 7.26% | 7.32% | 7.26% |
| Amazon.COM Inc.AMZN | 4.60% | 3.78% | 3.78% |
| Intel Corp.INTC | 2.51% | 2.27% | 2.27% |
| Walmart Inc.WMT | 2.47% | 1.71% | 1.71% |
| Tesla Inc.TSLA | 3.45% | 1.55% | 1.55% |
| Costco WholesaleCOST | 1.86% | 1.43% | 1.43% |
| Texas InstrumentTXN | 1.21% | 0.93% | 0.93% |
| Linde PLCLIN | 1.01% | 0.83% | 0.83% |
| Western DigitalWDC | 0.79% | 0.76% | 0.76% |
| Cisco SystemsCSCO | 2.08% | 0.75% | 0.75% |
| Qualcomm Inc.QCOM | 1.17% | 0.67% | 0.67% |
| Analog DevicesADI | 0.88% | 0.67% | 0.67% |
| Pepsico Inc.PEP | 0.86% | 0.64% | 0.64% |
| Marvell TechnoloMRVL | 0.78% | 0.48% | 0.48% |
| Vertex PharmVRTX | 0.50% | 0.43% | 0.43% |
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: QQQM, SEC Form N-PORT, May 31, 2026; IVE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | QQQM | IVE |
|---|---|---|
| Envestnet Asset Management Inc. | $2.3B | $5.3B |
| LPL Financial LLC | $3.6B | $2.2B |
| Morgan Stanley | $1.6B | $3.4B |
| JPMorgan Chase & Co | $50.7M | $3.7B |
| Bank of America Corp. | $514.3M | $2.2B |
| Ameriprise Financial Inc. | $935.7M | $657.5M |
| Wells Fargo & Company | $128.8M | $1.4B |
| Cetera Investment Advisers | $722.8M | $696.1M |
| Raymond James Financial Inc. | $1.0B | $375.8M |
| Jones Financial Companies LLLP | $1.2B | $145.3M |
| First Command Advisory Services, Inc. | $1.4B | $143K |
| Northwestern Mutual Wealth Management Co | $1.2B | $61.5M |
| PNC Financial Services Group, Inc. | $626.9M | $501.8M |
| UBS Group AG | $226.9M | $813.8M |
| Stifel Financial Corp. | $41.6M | $809.8M |
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: QQQM institutional holders, IVE institutional holders.
Frequently asked questions
How much do QQQM and IVE overlap?
32.4% by weight, with 63 holdings in common, using holdings for QQQM as of May 31, 2026 and IVE as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both QQQM and IVE?
730 Form 13F filers report positions in both, out of 2,394 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%.