MMTM vs LGRO overlap
MMTM and LGRO overlap 30.4% by weight, across 45 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | MMTM | LGRO | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 5.42% | 6.91% | 5.42% |
| Alphabet Inc.-aGOOGL | 5.20% | 5.17% | 5.17% |
| Nvidia Corp.NVDA | 10.08% | 4.28% | 4.28% |
| Micron TechMU | 3.41% | 2.69% | 2.69% |
| Broadcom Inc.AVGO | 3.96% | 2.36% | 2.36% |
| Amazon.COM Inc.AMZN | 2.35% | 5.11% | 2.35% |
| Applied MaterialAMAT | 1.50% | 1.44% | 1.44% |
| LAM ResearchLRCX | 1.42% | 1.50% | 1.42% |
| Microsoft Corp.MSFT | 1.30% | 6.83% | 1.30% |
| META Platforms-aMETA | 0.91% | 2.46% | 0.91% |
| Abbvie Inc.ABBV | 0.51% | 1.01% | 0.51% |
| Morgan StanleyMS | 0.45% | 1.17% | 0.45% |
| Arista NetworksANET | 0.32% | 1.03% | 0.32% |
| Lockheed MartinLMT | 0.17% | 1.05% | 0.17% |
| Home Depot Inc.HD | 0.17% | 0.79% | 0.17% |
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: MMTM, SEC Form N-PORT, June 30, 2026; LGRO, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | MMTM | LGRO |
|---|---|---|
| Level Four Advisory Services, LLC | $345K | $105.9M |
| Signal Advisors Wealth, LLC | $218K | $1.2M |
| JPMorgan Chase & Co | $44K | $518 |
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: MMTM institutional holders, LGRO institutional holders.
Frequently asked questions
How much do MMTM and LGRO overlap?
30.4% by weight, with 45 holdings in common, using holdings for MMTM as of June 30, 2026 and LGRO as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both MMTM and LGRO?
3 Form 13F filers report positions in both, out of 44 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%.