236 articles 4 sections last published 2026-08-31 independent · no sponsored placements

Dataset · updated monthly

How concentrated is each ETF, really?

Fact sheets publish a holding count. They do not publish what the weights do to it. This table computes the effective number of holdings for every fund that files with the SEC — the count an equal-weighted portfolio would need to match the same concentration.

61Funds measured
3.2×Median overstatement
163× Widest gap (VWO)
2026-09Snapshot

How to read this

Effective holdings is 1 / Σwᵢ². An equal-weighted portfolio of 100 names scores exactly 100; any inequality pushes it lower, and it falls fast. Multiple is the nominal count divided by the effective one — how much the headline number overstates the diversification you own.

It measures weight concentration only. Fifty names that all move together are more concentrated in practice than the number implies, because it takes no account of correlation between holdings or of sector and factor overlap.

All funds

61
Ticker Assets Holdings Effective Multiple Top 10 Largest As of
VTI $2300.0B 3,540 66.9 53× 32.03% 6.36% 2026-06-30
VOO $1673.6B 513 51.5 10× 36.4% 7.51% 2026-06-30
IVV $889.6B 508 51.5 9.9× 36.36% 7.51% 2026-06-30
VXUS $630.9B 8,825 259.8 34× 13.45% 3.93% 2026-04-30
QQQ $492.5B 105 34.2 3.1× 45% 7.6% 2026-06-30
BND $402.2B 17,397 879.4 19.8× 4.62% 0.9% 2026-06-30
VUG $379.5B 152 19.8 7.7× 60.44% 12.63% 2026-06-30
VEA $316.5B 3,891 258.3 15.1× 13.56% 2.36% 2026-06-30
VTV $255.3B 318 96.5 3.3× 23.6% 4.87% 2026-06-30
VGT $171.8B 322 15.1 21.3× 59.36% 16.82% 2026-05-31
VWO $161.5B 6,375 39.1 163× 29.48% 14.61% 2026-04-30
AGG $141.1B 13,269 537.5 24.7× 6.61% 2.78% 2026-05-31
VIG $124.7B 340 59.8 5.7× 32.5% 5.18% 2026-04-30
XLK $124.1B 78 16.3 4.8× 64.45% 14.65% 2026-06-30
SGOV $100.0B 24 14.6 1.6× 72.36% 10.14% 2026-05-31
QQQM $97.5B 105 32.2 3.3× 47.31% 8.13% 2026-05-31
ITOT $95.6B 2,502 65 38.5× 32.1% 6.63% 2026-06-30
SCHD $95.0B 102 32.1 3.2× 43.56% 6.74% 2026-05-31
VT $90.2B 10,058 148.3 67.8× 21.71% 4.19% 2026-04-30
SMH $77.4B 26 13.9 1.9× 70.24% 17.55% 2026-06-30
VNQ $70.0B 155 21.6 7.2× 54.74% 14.63% 2026-04-30
VBR $67.9B 843 448.7 1.9× 6.05% 0.87% 2026-06-30
SCHG $61.1B 197 23.3 8.5× 57.18% 11.01% 2026-05-31
QUAL $50.3B 124 41.6 39.04% 6.5% 2026-04-30
BIL $49.5B 25 14.4 1.7× 74.45% 12.04% 2026-06-30
SOXX $48.4B 33 20.3 1.6× 61.65% 8.54% 2026-06-30
JEPI $44.8B 129 95 1.4× 15.89% 1.72% 2026-06-30
TLT $42.9B 47 31.8 1.5× 41.92% 4.58% 2026-05-31
TQQQ $39.8B 127 19 6.7× 51.96% 18.35% 2026-05-31
XLE $35.8B 24 9.9 2.4× 75.54% 22.67% 2026-06-30
AVUV $27.1B 798 272.6 2.9× 8.67% 1.39% 2026-05-31
MTUM $24.3B 128 40.3 3.2× 40.41% 5.56% 2026-04-30
XLU $23.2B 36 20.1 1.8× 57.53% 12.89% 2026-06-30
USMV $22.9B 174 109.3 1.6× 15.63% 1.8% 2026-04-30
COWZ $18.4B 102 71.8 1.4× 21.13% 2.67% 2026-04-30
QLD $14.5B 127 39.1 3.2× 38.31% 8.86% 2026-05-31
IGV $14.3B 111 19.8 5.6× 62.91% 10.37% 2026-06-30
PAVE $13.5B 101 50.6 32.32% 4.18% 2026-05-31
GRID $12.2B 123 22.9 5.4× 58.36% 8.52% 2026-06-30
VDE $11.9B 107 12.4 8.6× 63.68% 21.26% 2026-05-31
MOAT $11.6B 56 50.1 1.1× 25.31% 2.96% 2026-06-30
NOBL $11.1B 74 68.9 1.1× 16.54% 1.76% 2026-05-31
VPU $10.6B 69 24.1 2.9× 52.49% 11.79% 2026-05-31
SSO $8.4B 525 27.7 19× 42.19% 15.54% 2026-05-31
SPLV $7.1B 105 93.9 1.1× 13.45% 2.15% 2026-05-31
UPRO $5.5B 524 14.3 36.6× 51.26% 23.92% 2026-05-31
IFRA $4.7B 165 54.2 32.34% 4.57% 2026-06-30
NLR $4.3B 26 19 1.4× 61.08% 8.41% 2026-06-30
DBMF $3.9B 15 3.3 4.5× 81.88% 52.68% 2026-06-30
BOTZ $3.7B 63 20.9 59.03% 9.3% 2026-05-31
LRGF $3.3B 297 54.2 5.5× 33.96% 7.51% 2026-04-30
ROBO $1.8B 79 63.8 1.2× 21.08% 4.26% 2026-04-30
CTA $1.5B 54 1.6 34× 99.48% 79.03% 2026-06-30
AIPI $494M 25 15.5 1.6× 66.2% 12.93% 2026-05-31
SIZE $418M 540 403.9 1.3× 5.71% 2.15% 2026-04-30
DIVZ $267M 30 26.2 1.1× 48.54% 5.98% 2026-06-30
WCLD $249M 66 56.2 1.2× 26.53% 3.28% 2026-06-30
FCTR $57M 166 113.9 1.5× 18.11% 3.2% 2026-06-30
AMOM $31M 51 30.2 1.7× 44.36% 8.71% 2026-04-30
PPTY $25M 87 46.7 1.9× 34.29% 4.92% 2026-05-31
QRFT $15M 299 34.2 8.7× 43.97% 9.22% 2026-04-30

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concentration.csv · concentration.json

Free to use and republish with attribution to this page. If you find an error, say so on the contact page and it will be corrected in place.

Sources and limits

Computed from SEC Form N-PORT (NPORT-P), the monthly portfolio report every registered US fund must file. Weights are the filed pctVal of each position; figures are as of the reporting date in each row, not today.

Not covered: SPY, GLD, AIEQ, GLDM, IAU, IBIT, IRBO, SLV, SPLG, IQIN. Unit investment trusts and commodity trusts are not registered investment companies and do not file N-PORT, so they cannot be measured this way. Saying so is more useful than quietly omitting them.

Full conventions on the methodology page. Definition and blind spots at effective number of holdings.