HNDL vs GROZ overlap
HNDL and GROZ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (HNDL: July 31, 2026, GROZ: 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
These funds hold nothing in common.
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: HNDL, SEC Form N-PORT, July 31, 2026; GROZ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | HNDL | GROZ |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $19.5M | $764K |
| LPL Financial LLC | $14.1M | $2.4M |
| Sanctuary Advisors, LLC | $1.4M | $1.1M |
| Envestnet Asset Management Inc. | $694K | $1.4M |
| MML Investors Services, LLC | $1.5M | $459K |
| Creative Planning | $1.7M | $321K |
| CoreCap Advisors, LLC | $249K | $1.6M |
| Truist Financial Corp. | $268K | $1.0M |
| Harbour Investments, Inc. | $934K | $61K |
| HighTower Advisors, LLC | $461K | $376K |
| Farther Finance Advisors, LLC | $89K | $393K |
| Ameritas Advisory Services, LLC | $47K | $4K |
| IFP Advisors, Inc | $14K | $763 |
| Cornerstone Planning Group LLC | $938 | $8K |
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: HNDL institutional holders, GROZ institutional holders.
Frequently asked questions
How much do HNDL and GROZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for HNDL as of July 31, 2026 and GROZ as of May 31, 2026.
Do institutions hold both HNDL and GROZ?
14 Form 13F filers report positions in both, out of 139 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%.