MORT vs MGOV overlap
MORT and MGOV overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: MORT, SEC Form N-PORT, June 30, 2026; MGOV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MORT | MGOV |
|---|---|---|
| LPL Financial LLC | $14.4M | $14.5M |
| Envestnet Asset Management Inc. | $2.1M | $20.3M |
| Cetera Investment Advisers | $3.2M | $4.6M |
| Ashton Thomas Private Wealth, LLC | $2.7M | $1.8M |
| Harbour Investments, Inc. | $104 | $3.3M |
| Osaic Holdings, Inc. | $623K | $2.1M |
| Steward Partners Investment Advisory, LLC | $2.1M | $591K |
| Cambridge Investment Research Advisors, Inc. | $962K | $794K |
| Citadel Advisors LLC | $668K | $868K |
| NewEdge Advisors, LLC | $5K | $1.4M |
| AE Wealth Management LLC | $10K | $7K |
| Farther Finance Advisors, LLC | $218 | $5K |
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: MORT institutional holders, MGOV institutional holders.
Frequently asked questions
How much do MORT and MGOV overlap?
0.0% by weight, with 0 holdings in common, using holdings for MORT as of June 30, 2026 and MGOV as of July 31, 2026.
Do institutions hold both MORT and MGOV?
12 Form 13F filers report positions in both, out of 111 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%.