QUAL vs DYNF overlap
QUAL and DYNF overlap 37.9% by weight, across 42 shared holdings.
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Top shared holdings
| Holding | QUAL | DYNF | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 6.64% | 7.47% | 6.64% |
| Nvidia Corp.NVDA | 5.85% | 7.94% | 5.85% |
| Microsoft Corp.MSFT | 7.16% | 5.06% | 5.06% |
| Exxon Mobil Corp.XOM | 2.18% | 2.96% | 2.18% |
| META Platforms-aMETA | 3.69% | 2.14% | 2.14% |
| Alphabet Inc.-aGOOGL | 2.05% | 2.63% | 2.05% |
| Johnson&JohnsonJNJ | 2.06% | 2.04% | 2.04% |
| LAM ResearchLRCX | 3.49% | 1.74% | 1.74% |
| Alphabet Inc.-CGOOG | 1.63% | 2.19% | 1.63% |
| Applied MaterialAMAT | 3.10% | 1.54% | 1.54% |
| ELI Lilly & CoLLY | 3.66% | 1.06% | 1.06% |
| Walmart Inc.WMT | 0.98% | 1.11% | 0.98% |
| Netflix Inc.NFLX | 1.71% | 0.85% | 0.85% |
| Trane TechnologiTT | 0.79% | 0.56% | 0.56% |
| Gilead SciencesGILD | 0.61% | 0.40% | 0.40% |
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: QUAL, SEC Form N-PORT, July 31, 2026; DYNF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | QUAL | DYNF |
|---|---|---|
| Envestnet Asset Management Inc. | $1.7B | $7.7B |
| LPL Financial LLC | $2.9B | $3.3B |
| FMR LLC | $4.3B | $1.6M |
| Morgan Stanley | $1.7B | $1.3B |
| Bank of America Corp. | $1.9B | $865.9M |
| Ameriprise Financial Inc. | $1.0B | $1.1B |
| JPMorgan Chase & Co | $521.4M | $1.6B |
| BlackRock, Inc. | $414.7M | $1.6B |
| First Command Advisory Services, Inc. | $50K | $2.0B |
| Northwestern Mutual Wealth Management Co | $354.0M | $1.0B |
| PNC Financial Services Group, Inc. | $1.3B | $18.0M |
| Wells Fargo & Company | $846.2M | $386.1M |
| Raymond James Financial Inc. | $373.6M | $568.1M |
| Cerity Partners LLC | $845.8M | $91.2M |
| UBS Group AG | $779.5M | $151.4M |
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: QUAL institutional holders, DYNF institutional holders.
Frequently asked questions
How much do QUAL and DYNF overlap?
37.9% by weight, with 42 holdings in common, using holdings for QUAL as of July 31, 2026 and DYNF as of July 31, 2026. The largest shared position is AAPL.
Do institutions hold both QUAL and DYNF?
707 Form 13F filers report positions in both, out of 1,827 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%.