YOKE vs QMOM overlap

YOKE and QMOM overlap 3.5% by weight, across 2 shared holdings.

YOKEQMOM

Pick 2 to 4 ETFs.

3.5%

overlap by weight, across 2 shared holdings

YOKE6.1% of the fund is in shared holdings, of 49

QMOM4.1% of the fund is in shared holdings, of 44

Top shared holdings

Holding	YOKE	QMOM	Overlap
Alphabet Inc.-aGOOGL	4.69%	2.05%	2.05%
Caterpillar Inc.CAT	1.45%	2.06%	1.45%

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: YOKE, SEC Form N-PORT, July 31, 2026; QMOM, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 74 holding any

YOKE0.3% of its 13F dollars, 50.0% of its 4 holders

QMOM0.4% of its 13F dollars, 2.8% of its 72 holders

Largest institutions holding both

Firm	YOKE	QMOM
Royal Bank of Canada	$563K	$960K
JPMorgan Chase & Co	$233K	$41K

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: YOKE institutional holders, QMOM institutional holders.

Frequently asked questions

How much do YOKE and QMOM overlap?

3.5% by weight, with 2 holdings in common, using holdings for YOKE as of July 31, 2026 and QMOM as of June 30, 2026. The largest shared position is GOOGL.

Do institutions hold both YOKE and QMOM?

2 Form 13F filers report positions in both, out of 74 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%.