WTV vs QGRW overlap
WTV and QGRW overlap 8.7% by weight, across 10 shared holdings.
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Top shared holdings
| Holding | WTV | QGRW | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 3.29% | 11.36% | 3.29% |
| Cisco SystemsCSCO | 2.05% | 1.37% | 1.37% |
| META Platforms-aMETA | 1.21% | 5.55% | 1.21% |
| Qualcomm Inc.QCOM | 1.11% | 0.83% | 0.83% |
| Micron TechMU | 0.76% | 3.13% | 0.76% |
| Salesforce Inc.CRM | 1.60% | 0.56% | 0.56% |
| MSCI Inc.MSCI | 0.46% | 0.34% | 0.34% |
| UBER TechnologieUBER | 0.25% | 0.65% | 0.25% |
| Workday Inc.-aWDAY | 0.35% | 0.06% | 0.06% |
| United TherapeutUTHR | 0.28% | 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: WTV, SEC Form N-PORT, June 30, 2026; QGRW, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | WTV | QGRW |
|---|---|---|
| LPL Financial LLC | $329.0M | $319.4M |
| Morgan Stanley | $171.7M | $207.6M |
| Raymond James Financial Inc. | $190.4M | $60.2M |
| Envestnet Asset Management Inc. | $168.1M | $45.0M |
| Bank of America Corp. | $40.5M | $141.1M |
| HighTower Advisors, LLC | $129.0M | $35.7M |
| Osaic Holdings, Inc. | $132.5M | $23.6M |
| Private Advisor Group, LLC | $36.2M | $73.5M |
| Cetera Investment Advisers | $64.8M | $28.4M |
| Kestra Advisory Services, LLC | $52.6M | $31.4M |
| RVW Wealth, LLC | $967K | $70.9M |
| Cambridge Investment Research Advisors, Inc. | $45.2M | $12.2M |
| Northwestern Mutual Wealth Management Co | $39.2M | $16.7M |
| Resolute Capital, LLC | $35.2M | $14.0M |
| Legacy Financial Advisors, Inc. | $23.1M | $22.2M |
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: WTV institutional holders, QGRW institutional holders.
Frequently asked questions
How much do WTV and QGRW overlap?
8.7% by weight, with 10 holdings in common, using holdings for WTV as of June 30, 2026 and QGRW as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both WTV and QGRW?
98 Form 13F filers report positions in both, out of 301 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%.