WDIV vs QQMG overlap
22 institutions report holding both WDIV and QQMG.
WDIVQQMG
Pick 2 to 4 ETFs.
We don’t have holdings for QQMG. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
22
institutions report holding both, of 119 holding any
WDIV54.9% of its 13F dollars, 26.2% of its 84 holders
QQMG59.9% of its 13F dollars, 38.6% of its 57 holders
Largest institutions holding both
| Firm | WDIV | QQMG |
|---|---|---|
| JPMorgan Chase & Co | $7K | $42.8M |
| AE Wealth Management LLC | $19.7M | $206K |
| LPL Financial LLC | $10.5M | $5.1M |
| Bank of America Corp. | $9.3M | $847K |
| Morgan Stanley | $8.9M | $11K |
| Goldman Sachs Group Inc. | $470K | $5.9M |
| Envestnet Asset Management Inc. | $1.2M | $3.5M |
| Truist Financial Corp. | $1.1M | $3.2M |
| Raymond James Financial Inc. | $3.9M | $325K |
| Royal Bank of Canada | $2.4M | $56K |
| Osaic Holdings, Inc. | $436K | $1.0M |
| Cetera Investment Advisers | $384K | $551K |
| Ameritas Advisory Services, LLC | $115K | $710K |
| Kestra Advisory Services, LLC | $265K | $411K |
| Janney Montgomery Scott LLC | $251K | $223K |
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: WDIV institutional holders, QQMG institutional holders.
Frequently asked questions
Do institutions hold both WDIV and QQMG?
22 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%.