HGRO vs GMOV overlap
HGRO and GMOV overlap 12.9% by weight, across 9 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (HGRO: July 31, 2026, GMOV: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | HGRO | GMOV | Overlap |
|---|---|---|---|
| Alphabet Inc.-aGOOGL | 3.25% | 3.89% | 3.25% |
| Johnson&JohnsonJNJ | 2.00% | 1.98% | 1.98% |
| Unitedhealth GRPUNH | 1.92% | 2.02% | 1.92% |
| JPMorgan ChaseJPM | 2.91% | 1.70% | 1.70% |
| Merck & CoMRK | 1.54% | 2.73% | 1.54% |
| Exxon Mobil Corp.XOM | 1.49% | 2.58% | 1.49% |
| Cisco SystemsCSCO | 1.79% | 0.68% | 0.68% |
| DELL Techn-CDELL | 1.05% | 0.16% | 0.16% |
| Microsoft Corp.MSFT | 6.52% | 0.16% | 0.16% |
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: HGRO, SEC Form N-PORT, July 31, 2026; GMOV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | HGRO | GMOV |
|---|---|---|
| HighTower Advisors, LLC | $2.6M | $3.9M |
| Envestnet Asset Management Inc. | $1.1M | $2.0M |
| MML Investors Services, LLC | $633K | $2.0M |
| Osaic Holdings, Inc. | $31K | $15K |
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: HGRO institutional holders, GMOV institutional holders.
Frequently asked questions
How much do HGRO and GMOV overlap?
12.9% by weight, with 9 holdings in common, using holdings for HGRO as of July 31, 2026 and GMOV as of May 31, 2026. The largest shared position is GOOGL.
Do institutions hold both HGRO and GMOV?
4 Form 13F filers report positions in both, out of 46 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%.