MOAT vs JGRO overlap
MOAT and JGRO overlap 11.3% by weight, across 12 shared holdings.
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Top shared holdings
| Holding | MOAT | JGRO | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 2.45% | 10.46% | 2.45% |
| Broadcom Inc.AVGO | 2.43% | 4.36% | 2.43% |
| Applied MaterialAMAT | 2.34% | 1.29% | 1.29% |
| PALO ALTO NetworPANW | 2.51% | 1.24% | 1.24% |
| META Platforms-aMETA | 1.17% | 2.13% | 1.17% |
| Microsoft Corp.MSFT | 2.20% | 1.01% | 1.01% |
| Amazon.COM Inc.AMZN | 1.33% | 0.53% | 0.53% |
| Amphenol Corp.-aAPH | 1.50% | 0.37% | 0.37% |
| Entegris Inc.ENTG | 1.73% | 0.36% | 0.36% |
| Thermo FisherTMO | 1.18% | 0.27% | 0.27% |
| Schwab (Charles)SCHW | 2.45% | 0.16% | 0.16% |
| Bristol-MYER SQBBMY | 2.43% | 0.03% | 0.03% |
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: MOAT, SEC Form N-PORT, June 30, 2026; JGRO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MOAT | JGRO |
|---|---|---|
| LPL Financial LLC | $543.3M | $776.9M |
| JPMorgan Chase & Co | $18.7M | $1.1B |
| Bank of America Corp. | $550.1M | $247.0M |
| Raymond James Financial Inc. | $242.6M | $399.8M |
| Morgan Stanley | $595.3M | $6.8M |
| Jones Financial Companies LLLP | $140.3M | $318.2M |
| Ameriprise Financial Inc. | $55.0M | $396.6M |
| Captrust Financial Advisors | $4.1M | $433.7M |
| Wells Fargo & Company | $197.0M | $110.7M |
| Commonwealth Equity Services, LLC | $117.5M | $169.1M |
| Cetera Investment Advisers | $119.9M | $127.6M |
| Royal Bank of Canada | $87.7M | $133.5M |
| UBS Group AG | $75.4M | $133.5M |
| Envestnet Asset Management Inc. | $48.4M | $117.4M |
| Osaic Holdings, Inc. | $66.3M | $91.1M |
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: MOAT institutional holders, JGRO institutional holders.
Frequently asked questions
How much do MOAT and JGRO overlap?
11.3% by weight, with 12 holdings in common, using holdings for MOAT as of June 30, 2026 and JGRO as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both MOAT and JGRO?
201 Form 13F filers report positions in both, out of 896 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%.