WQTM vs KBA overlap
WQTM and KBA 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; KBA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | WQTM | KBA |
|---|---|---|
| Morgan Stanley | $27K | $10.3M |
| Royal Bank of Canada | $74K | $3.5M |
| HighTower Advisors, LLC | $2.2M | $1.3M |
| LPL Financial LLC | $1.4M | $402K |
| Osaic Holdings, Inc. | $114K | $1.0M |
| Bank of Montreal | $41K | $43K |
| National Bank of Canada | $3K | $69K |
| Harbour Investments, Inc. | $47K | $4K |
| Steward Partners Investment Advisory, LLC | $33K | $3K |
| Allworth Financial LP | $5K | $13K |
| IFP Advisors, Inc | $5K | $4K |
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, KBA institutional holders.
Frequently asked questions
How much do WQTM and KBA overlap?
0.0% by weight, with 0 holdings in common, using holdings for WQTM as of June 30, 2026 and KBA as of June 30, 2026.
Do institutions hold both WQTM and KBA?
11 Form 13F filers report positions in both, out of 95 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%.