MTUM vs DGRO overlap
MTUM and DGRO overlap 22.3% by weight, across 54 shared holdings.
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Top shared holdings
| Holding | MTUM | DGRO | Overlap |
|---|---|---|---|
| Johnson&JohnsonJNJ | 3.54% | 3.07% | 3.07% |
| Exxon Mobil Corp.XOM | 3.77% | 2.87% | 2.87% |
| Broadcom Inc.AVGO | 4.72% | 2.55% | 2.55% |
| Cisco SystemsCSCO | 2.55% | 1.33% | 1.33% |
| Goldman Sachs GPGS | 1.38% | 1.11% | 1.11% |
| Morgan StanleyMS | 1.08% | 1.03% | 1.03% |
| Citigroup Inc.C | 1.22% | 0.87% | 0.87% |
| Walmart Inc.WMT | 2.64% | 0.87% | 0.87% |
| ConocophillipsCOP | 0.82% | 0.89% | 0.82% |
| Caterpillar Inc.CAT | 3.65% | 0.53% | 0.53% |
| TJX COS Inc.TJX | 0.66% | 0.45% | 0.45% |
| Phillips 66PSX | 0.44% | 0.51% | 0.44% |
| Analog DevicesADI | 1.45% | 0.42% | 0.42% |
| Applied MaterialAMAT | 3.10% | 0.37% | 0.37% |
| EOG ResourcesEOG | 0.37% | 0.49% | 0.37% |
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: MTUM, SEC Form N-PORT, July 31, 2026; DGRO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MTUM | DGRO |
|---|---|---|
| Envestnet Asset Management Inc. | $2.7B | $841.3M |
| Mercer Global Advisors Inc. | $2.8B | $16.6M |
| LPL Financial LLC | $1.2B | $1.6B |
| Morgan Stanley | $928.7M | $1.5B |
| FMR LLC | $2.0B | $345.9M |
| Raymond James Financial Inc. | $1.2B | $845.7M |
| Bank of America Corp. | $452.3M | $1.5B |
| Wealthfront Advisers LLC | $1.0M | $1.3B |
| Jones Financial Companies LLLP | $75.1M | $1.1B |
| Ameriprise Financial Inc. | $457.9M | $518.5M |
| Wells Fargo & Company | $372.4M | $518.4M |
| Royal Bank of Canada | $168.4M | $619.1M |
| JPMorgan Chase & Co | $337.3M | $377.3M |
| Commonwealth Equity Services, LLC | $102.8M | $548.4M |
| Capital Investment Advisors, LLC | $5.5M | $644.0M |
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: MTUM institutional holders, DGRO institutional holders.
Frequently asked questions
How much do MTUM and DGRO overlap?
22.3% by weight, with 54 holdings in common, using holdings for MTUM as of July 31, 2026 and DGRO as of July 31, 2026. The largest shared position is JNJ.
Do institutions hold both MTUM and DGRO?
672 Form 13F filers report positions in both, out of 1,880 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%.