WQTM vs DDIV overlap
WQTM and DDIV 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: WQTM, SEC Form N-PORT, June 30, 2026; DDIV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | WQTM | DDIV |
|---|---|---|
| LPL Financial LLC | $1.4M | $6.9M |
| Osaic Holdings, Inc. | $114K | $7.8M |
| Steward Partners Investment Advisory, LLC | $33K | $2.9M |
| HighTower Advisors, LLC | $2.2M | $395K |
| Morgan Stanley | $27K | $1.6M |
| Cetera Investment Advisers | $921K | $541K |
| Janney Montgomery Scott LLC | $1.1M | $213K |
| Cambridge Investment Research Advisors, Inc. | $766K | $394K |
| Harbour Investments, Inc. | $47K | $242K |
| Farther Finance Advisors, LLC | $247K | $13K |
| PNC Financial Services Group, Inc. | $64K | $9K |
| Fiduciary Financial Advisors | $2K | $29K |
| IFP Advisors, Inc | $5K | $9K |
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: WQTM institutional holders, DDIV institutional holders.
Frequently asked questions
How much do WQTM and DDIV overlap?
0.0% by weight, with 0 holdings in common, using holdings for WQTM as of June 30, 2026 and DDIV as of June 30, 2026.
Do institutions hold both WQTM and DDIV?
13 Form 13F filers report positions in both, out of 89 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%.