TRUF vs LQAI overlap
TRUF and LQAI overlap 5.1% by weight, across 12 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TRUF | LQAI | Overlap |
|---|---|---|---|
| JPMorgan ChaseJPM | 4.61% | 2.57% | 2.57% |
| Wells Fargo & CoWFC | 1.34% | 0.33% | 0.33% |
| Truist FinancialTFC | 0.33% | 0.82% | 0.33% |
| Arthur J GallaghAJG | 0.33% | 0.38% | 0.33% |
| Apollo Global MAAPO | 0.29% | 0.38% | 0.29% |
| Blackrock Inc.BLK | 0.69% | 0.25% | 0.25% |
| Morgan StanleyMS | 1.30% | 0.21% | 0.21% |
| Paypal HoldingsPYPL | 0.21% | 0.36% | 0.21% |
| Huntington BANCHBAN | 0.19% | 1.85% | 0.19% |
| Schwab (Charles)SCHW | 0.81% | 0.15% | 0.15% |
| Bank of AmericaBAC | 1.97% | 0.14% | 0.14% |
| Raymond JamesRJF | 0.14% | 0.36% | 0.14% |
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: TRUF, SEC Form N-PORT, June 30, 2026; LQAI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: TRUF institutional holders, LQAI institutional holders.
Frequently asked questions
How much do TRUF and LQAI overlap?
5.1% by weight, with 12 holdings in common, using holdings for TRUF as of June 30, 2026 and LQAI as of July 31, 2026. The largest shared position is JPM.
Do institutions hold both TRUF and LQAI?
0 Form 13F filers report positions in both, out of 4 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%.