RAVI vs QUS overlap
RAVI and QUS 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: RAVI, SEC Form N-PORT, July 31, 2026; QUS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RAVI | QUS |
|---|---|---|
| LPL Financial LLC | $9.0M | $69.9M |
| Envestnet Asset Management Inc. | $8.0M | $38.6M |
| Morgan Stanley | $15.8M | $23.0M |
| Royal Bank of Canada | $325K | $12.4M |
| MML Investors Services, LLC | $7.9M | $306K |
| NewEdge Advisors, LLC | $11K | $7.1M |
| Commonwealth Equity Services, LLC | $1.4M | $3.9M |
| Kestra Advisory Services, LLC | $1.0M | $3.3M |
| Wealth Enhancement Advisory Services, LLC | $1.2M | $2.4M |
| Cetera Investment Advisers | $1.3M | $2.1M |
| JPMorgan Chase & Co | $810K | $1.0M |
| Osaic Holdings, Inc. | $1.2M | $542K |
| Susquehanna International Group, LLP | $985K | $304K |
| VestGen Advisors, LLC | $262K | $762K |
| J.W. Cole Advisors, Inc. | $745K | $275K |
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: RAVI institutional holders, QUS institutional holders.
Frequently asked questions
How much do RAVI and QUS overlap?
0.0% by weight, with 0 holdings in common, using holdings for RAVI as of July 31, 2026 and QUS as of June 30, 2026.
Do institutions hold both RAVI and QUS?
26 Form 13F filers report positions in both, out of 242 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%.