QVMT vs GROZ overlap
QVMT and GROZ overlap 18.9% by weight, across 13 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | QVMT | GROZ | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 4.81% | 9.86% | 4.81% |
| LAM ResearchLRCX | 3.76% | 2.62% | 2.62% |
| Netflix Inc.NFLX | 3.98% | 2.28% | 2.28% |
| General ElectricGE | 3.64% | 1.72% | 1.72% |
| VISA Inc.-Class aV | 4.30% | 1.70% | 1.70% |
| Mastercard Inc.-aMA | 3.65% | 1.32% | 1.32% |
| Howmet AerospaceHWM | 0.90% | 1.12% | 0.90% |
| TJX COS Inc.TJX | 1.38% | 0.84% | 0.84% |
| Cencora Inc.COR | 0.66% | 0.93% | 0.66% |
| Walmart Inc.WMT | 3.62% | 0.61% | 0.61% |
| Phillips 66PSX | 0.59% | 0.60% | 0.59% |
| Monster BeverageMNST | 0.58% | 0.54% | 0.54% |
| Emcor Group Inc.EME | 0.36% | 1.85% | 0.36% |
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: QVMT, SEC Form N-PORT, May 31, 2026; GROZ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | QVMT | GROZ |
|---|---|---|
| LPL Financial LLC | $23.5M | $2.4M |
| Advisory Services Network, LLC | $211K | $2.6M |
| Envestnet Asset Management Inc. | $927K | $1.4M |
| Truist Financial Corp. | $438K | $1.0M |
| Sanctuary Advisors, LLC | $363K | $1.1M |
| Farther Finance Advisors, LLC | $758K | $393K |
| MML Investors Services, LLC | $322K | $459K |
| Global Retirement Partners, LLC | $350K | $26K |
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: QVMT institutional holders, GROZ institutional holders.
Frequently asked questions
How much do QVMT and GROZ overlap?
18.9% by weight, with 13 holdings in common, using holdings for QVMT as of May 31, 2026 and GROZ as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both QVMT and GROZ?
8 Form 13F filers report positions in both, out of 96 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%.