SAMT vs QQH overlap
SAMT and QQH overlap 10.3% by weight, across 11 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SAMT | QQH | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 2.17% | 4.22% | 2.17% |
| Alphabet Inc.-aGOOGL | 2.13% | 2.15% | 2.13% |
| Costco WholesaleCOST | 1.95% | 1.37% | 1.37% |
| KLA Corp.KLAC | 2.48% | 1.03% | 1.03% |
| Sandisk Corp.SNDK | 1.95% | 0.93% | 0.93% |
| Linde PLCLIN | 2.10% | 0.78% | 0.78% |
| Marvell TechnoloMRVL | 2.81% | 0.77% | 0.77% |
| Western DigitalWDC | 1.73% | 0.68% | 0.68% |
| Marriott Intl-aMAR | 1.88% | 0.27% | 0.27% |
| Monolithic PowerMPWR | 2.00% | 0.08% | 0.08% |
| Rocket Lab Corp.RKLB | 1.94% | 0.06% | 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: SAMT, SEC Form N-PORT, June 30, 2026; QQH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SAMT | QQH |
|---|---|---|
| Envestnet Asset Management Inc. | $111.0M | $53.9M |
| Cambridge Investment Research Advisors, Inc. | $30.2M | $71.8M |
| LPL Financial LLC | $5.5M | $21.8M |
| Raymond James Financial Inc. | $1.9M | $4.1M |
| VestGen Advisors, LLC | $1.1M | $376K |
| Orion Porfolio Solutions, LLC | $1.1M | $307K |
| Osaic Holdings, Inc. | $2K | $1.2M |
| Geneos Wealth Management Inc. | $223K | $111K |
| Morgan Stanley | $55K | $43K |
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: SAMT institutional holders, QQH institutional holders.
Frequently asked questions
How much do SAMT and QQH overlap?
10.3% by weight, with 11 holdings in common, using holdings for SAMT as of June 30, 2026 and QQH as of June 30, 2026. The largest shared position is AMZN.
Do institutions hold both SAMT and QQH?
9 Form 13F filers report positions in both, out of 129 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%.