QUSA vs AOTG overlap
QUSA and AOTG overlap 18.4% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (QUSA: July 31, 2026, AOTG: May 29, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | QUSA | AOTG | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 5.22% | 10.45% | 5.22% |
| Microsoft Corp.MSFT | 5.71% | 3.98% | 3.98% |
| Alphabet Inc.-aGOOGL | 2.26% | 4.10% | 2.26% |
| Alphabet Inc.-CGOOG | 1.89% | 2.99% | 1.89% |
| Broadcom Inc.AVGO | 5.11% | 1.67% | 1.67% |
| Adobe Inc.ADBE | 2.34% | 1.59% | 1.59% |
| META Platforms-aMETA | 3.58% | 1.19% | 1.19% |
| Netflix Inc.NFLX | 3.79% | 0.65% | 0.65% |
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: QUSA, SEC Form N-PORT, July 31, 2026; AOTG, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | QUSA | AOTG |
|---|---|---|
| United Capital Financial Advisors, LLC | $235K | $501K |
| Morgan Stanley | $19 | $55K |
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: QUSA institutional holders, AOTG institutional holders.
Frequently asked questions
How much do QUSA and AOTG overlap?
18.4% by weight, with 8 holdings in common, using holdings for QUSA as of July 31, 2026 and AOTG as of May 29, 2026. The largest shared position is NVDA.
Do institutions hold both QUSA and AOTG?
2 Form 13F filers report positions in both, out of 10 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%.