RDIV vs QQQE overlap
RDIV and QQQE overlap 1.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (RDIV: May 31, 2026, QQQE: July 31, 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 | RDIV | QQQE | Overlap |
|---|---|---|---|
| Comcast Corp.-aCMCSA | 4.14% | 0.98% | 0.98% |
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: RDIV, SEC Form N-PORT, May 31, 2026; QQQE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RDIV | QQQE |
|---|---|---|
| Morgan Stanley | $62.9M | $75.2M |
| Bank of America Corp. | $29.9M | $78.1M |
| LPL Financial LLC | $47.2M | $45.2M |
| Allworth Financial LP | $41.4M | $123 |
| UBS Group AG | $5.8M | $31.1M |
| Wells Fargo & Company | $27.2M | $207K |
| Ameriprise Financial Inc. | $10.5M | $10.7M |
| Raymond James Financial Inc. | $14.8M | $4.4M |
| Royal Bank of Canada | $2.7M | $16.2M |
| Jones Financial Companies LLLP | $6.0M | $9.9M |
| Osaic Holdings, Inc. | $9.9M | $4.4M |
| Commonwealth Equity Services, LLC | $6.4M | $6.6M |
| Northwestern Mutual Wealth Management Co | $6.0M | $6.3M |
| HighTower Advisors, LLC | $3.5M | $8.7M |
| Cambridge Investment Research Advisors, Inc. | $2.0M | $7.8M |
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: RDIV institutional holders, QQQE institutional holders.
Frequently asked questions
How much do RDIV and QQQE overlap?
1.0% by weight, with 1 holdings in common, using holdings for RDIV as of May 31, 2026 and QQQE as of July 31, 2026. The largest shared position is CMCSA.
Do institutions hold both RDIV and QQQE?
56 Form 13F filers report positions in both, out of 287 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%.