QUS vs DFGX overlap
QUS and DFGX 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: QUS, SEC Form N-PORT, June 30, 2026; DFGX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | QUS | DFGX |
|---|---|---|
| LPL Financial LLC | $69.9M | $2.8M |
| Envestnet Asset Management Inc. | $38.6M | $31.9M |
| Bank of America Corp. | $38.4M | $17.9M |
| HighTower Advisors, LLC | $244K | $25.1M |
| Morgan Stanley | $23.0M | $15K |
| Private Advisor Group, LLC | $6.5M | $15.4M |
| Cambridge Investment Research Advisors, Inc. | $11.6M | $8.0M |
| GeoWealth Management, LLC | $616K | $17.0M |
| Assetmark, Inc. | $10K | $15.0M |
| Raymond James Financial Inc. | $7.4M | $4.9M |
| Commonwealth Equity Services, LLC | $3.9M | $3.9M |
| Cerity Partners LLC | $4.9M | $2.9M |
| Park Avenue Securities LLC | $356K | $7.0M |
| Mariner, LLC | $381K | $5.4M |
| Kestra Advisory Services, LLC | $3.3M | $2.2M |
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: QUS institutional holders, DFGX institutional holders.
Frequently asked questions
How much do QUS and DFGX overlap?
0.0% by weight, with 0 holdings in common, using holdings for QUS as of June 30, 2026 and DFGX as of July 31, 2026.
Do institutions hold both QUS and DFGX?
39 Form 13F filers report positions in both, out of 336 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%.