GRNI vs BMVP overlap
GRNI and BMVP overlap 10.9% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | GRNI | BMVP | Overlap |
|---|---|---|---|
| CF Industries HOCF | 2.39% | 2.01% | 2.01% |
| Apple Inc.AAPL | 2.36% | 1.85% | 1.85% |
| TJX COS Inc.TJX | 2.28% | 1.80% | 1.80% |
| Nvidia Corp.NVDA | 2.09% | 1.74% | 1.74% |
| Alphabet Inc.-aGOOGL | 2.13% | 1.73% | 1.73% |
| American ExpressAXP | 2.51% | 1.73% | 1.73% |
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: GRNI, SEC Form N-PORT, July 31, 2026; BMVP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | GRNI | BMVP |
|---|---|---|
| Royal Bank of Canada | $4.0M | $22K |
| Institute for Wealth Management, LLC. | $248K | $2.9M |
| Jones Financial Companies LLLP | $686 | $168K |
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: GRNI institutional holders, BMVP institutional holders.
Frequently asked questions
How much do GRNI and BMVP overlap?
10.9% by weight, with 6 holdings in common, using holdings for GRNI as of July 31, 2026 and BMVP as of July 31, 2026. The largest shared position is CF.
Do institutions hold both GRNI and BMVP?
3 Form 13F filers report positions in both, out of 53 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%.