GMOI vs GMF overlap

GMOI and GMF overlap 0.1% by weight, across 1 shared holdings.

GMOIGMF

Pick 2 to 4 ETFs.

0.1%

overlap by weight, across 1 shared holdings

GMOI0.4% of the fund is in shared holdings, of 158

GMF0.1% of the fund is in shared holdings, of 1,267

Top shared holdings

Holding	GMOI	GMF	Overlap
WH Group Ltd.288	0.44%	0.10%	0.10%

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: GMOI, SEC Form N-PORT, May 31, 2026; GMF, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 123 holding any

GMOI13.5% of its 13F dollars, 20.8% of its 53 holders

GMF10.4% of its 13F dollars, 13.6% of its 81 holders

Largest institutions holding both

Firm	GMOI	GMF
HighTower Advisors, LLC	$27.4M	$2.9M
Morgan Stanley	$16K	$8.0M
LPL Financial LLC	$649K	$6.0M
Susquehanna International Group, LLP	$647K	$2.0M
Quantinno Capital Management LP	$367K	$1.7M
UBS Group AG	$94K	$1.6M
Creative Planning	$204K	$1.1M
Janney Montgomery Scott LLC	$1.1M	$246K
CIBC Bancorp USA Inc.	$1.0M	$248K
Osaic Holdings, Inc.	$296K	$152K
Farther Finance Advisors, LLC	$76K	$238K

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: GMOI institutional holders, GMF institutional holders.

Frequently asked questions

How much do GMOI and GMF overlap?

0.1% by weight, with 1 holdings in common, using holdings for GMOI as of May 31, 2026 and GMF as of June 30, 2026. The largest shared position is 288.

Do institutions hold both GMOI and GMF?

11 Form 13F filers report positions in both, out of 123 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%.