QWLD vs JXI overlap
QWLD and JXI overlap 3.5% by weight, across 58 shared holdings.
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Top shared holdings
| Holding | QWLD | JXI | Overlap |
|---|---|---|---|
| DUKE Energy Corp.DUK | 0.54% | 4.30% | 0.54% |
| Southern CoSO | 0.52% | 4.70% | 0.52% |
| CONS Edison Inc.ED | 0.33% | 1.78% | 0.33% |
| WEC Energy GroupWEC | 0.22% | 1.65% | 0.22% |
| Iberdrola SAIBE | 0.16% | 6.75% | 0.16% |
| Ameren Corp.AEE | 0.10% | 1.36% | 0.10% |
| EngieENGI | 0.10% | 2.55% | 0.10% |
| American ElectriAEP | 0.09% | 3.24% | 0.09% |
| XCEL Energy Inc.XEL | 0.08% | 2.18% | 0.08% |
| CMS Energy Corp.CMS | 0.08% | 1.03% | 0.08% |
| Firstenergy Corp.FE | 0.08% | 1.08% | 0.08% |
| Osaka Gas Co Ltd.9532 | 0.07% | 0.58% | 0.07% |
| E.on SEEOAN | 0.07% | 1.99% | 0.07% |
| Hydro One Ltd.H | 0.06% | 0.57% | 0.06% |
| Nextera EnergyNEE | 0.06% | 7.97% | 0.06% |
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: QWLD, SEC Form N-PORT, June 30, 2026; JXI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | QWLD | JXI |
|---|---|---|
| LPL Financial LLC | $26.5M | $14.6M |
| Morgan Stanley | $3.3M | $13.2M |
| Steward Partners Investment Advisory, LLC | $10.1M | $713K |
| Raymond James Financial Inc. | $6.0M | $3.1M |
| Osaic Holdings, Inc. | $7.3M | $1.1M |
| Cambridge Investment Research Advisors, Inc. | $4.2M | $940K |
| Cetera Investment Advisers | $1.2M | $3.4M |
| Jane Street Group, LLC | $271K | $2.7M |
| UBS Group AG | $68K | $1.8M |
| Envestnet Asset Management Inc. | $802K | $794K |
| Wells Fargo & Company | $111 | $1.4M |
| HighTower Advisors, LLC | $510K | $230K |
| Capital Analysts, LLC | $574K | $19K |
| Integrated Wealth Concepts LLC | $370K | $125K |
| FMR LLC | $103K | $108K |
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: QWLD institutional holders, JXI institutional holders.
Frequently asked questions
How much do QWLD and JXI overlap?
3.5% by weight, with 58 holdings in common, using holdings for QWLD as of June 30, 2026 and JXI as of June 30, 2026. The largest shared position is DUK.
Do institutions hold both QWLD and JXI?
18 Form 13F filers report positions in both, out of 119 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%.