GRIN vs FIVA overlap
GRIN and FIVA overlap 9.3% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | GRIN | FIVA | Overlap |
|---|---|---|---|
| ASML Holding NVASML | 4.08% | 2.83% | 2.83% |
| Kioxia Holdings285A | 4.48% | 2.04% | 2.04% |
| NOVO Nordisk-BNOVOB | 2.00% | 1.08% | 1.08% |
| Screen Holdings7735 | 1.27% | 1.05% | 1.05% |
| Agnico Eagle MINAEM | 1.21% | 0.84% | 0.84% |
| Barrick Mining CB | 2.21% | 0.84% | 0.84% |
| Compass GroupCMPGF | 0.62% | 0.65% | 0.62% |
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: GRIN, SEC Form N-PORT, June 30, 2026; FIVA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | GRIN | FIVA |
|---|---|---|
| Osaic Holdings, Inc. | $6K | $19.0M |
| Inspire Advisors, LLC | $2.4M | $1.6M |
| Raymond James Financial Inc. | $2.2M | $1.7M |
| Citadel Advisors LLC | $642K | $342K |
| UBS Group AG | $945 | $73K |
| Assetmark, Inc. | $11K | $23K |
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: GRIN institutional holders, FIVA institutional holders.
Frequently asked questions
How much do GRIN and FIVA overlap?
9.3% by weight, with 7 holdings in common, using holdings for GRIN as of June 30, 2026 and FIVA as of July 31, 2026. The largest shared position is ASML.
Do institutions hold both GRIN and FIVA?
6 Form 13F filers report positions in both, out of 101 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%.