QVAL vs LRGE overlap
QVAL and LRGE 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: QVAL, SEC Form N-PORT, June 30, 2026; LRGE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | QVAL | LRGE |
|---|---|---|
| LPL Financial LLC | $5.1M | $33.5M |
| Morgan Stanley | $195K | $28.7M |
| Cetera Investment Advisers | $223K | $24.3M |
| Raymond James Financial Inc. | $10.4M | $8.3M |
| Royal Bank of Canada | $6.1M | $11.4M |
| Cambridge Investment Research Advisors, Inc. | $2.0M | $3.4M |
| Commonwealth Equity Services, LLC | $691K | $4.7M |
| Northwestern Mutual Wealth Management Co | $3.5M | $1.7M |
| Osaic Holdings, Inc. | $412K | $1.0M |
| Wells Fargo & Company | $37 | $971K |
| JPMorgan Chase & Co | $35K | $178K |
| Farther Finance Advisors, LLC | $6K | $90K |
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: QVAL institutional holders, LRGE institutional holders.
Frequently asked questions
How much do QVAL and LRGE overlap?
0.0% by weight, with 0 holdings in common, using holdings for QVAL as of June 30, 2026 and LRGE as of June 30, 2026.
Do institutions hold both QVAL and LRGE?
12 Form 13F filers report positions in both, out of 132 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%.