MTUM vs IUSG overlap
MTUM and IUSG overlap 31.4% by weight, across 55 shared holdings.
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Top shared holdings
| Holding | MTUM | IUSG | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 4.72% | 4.78% | 4.72% |
| Micron TechMU | 5.87% | 3.48% | 3.48% |
| Alphabet Inc.-aGOOGL | 2.58% | 5.60% | 2.58% |
| ADV Micro DeviceAMD | 5.11% | 2.53% | 2.53% |
| Alphabet Inc.-CGOOG | 2.02% | 4.46% | 2.02% |
| Applied MaterialAMAT | 3.10% | 1.53% | 1.53% |
| LAM ResearchLRCX | 3.09% | 1.45% | 1.45% |
| Caterpillar Inc.CAT | 3.65% | 1.31% | 1.31% |
| KLA Corp.KLAC | 1.53% | 1.05% | 1.05% |
| Johnson&JohnsonJNJ | 3.54% | 0.96% | 0.96% |
| GE Vernova Inc.GEV | 3.07% | 0.84% | 0.84% |
| Cisco SystemsCSCO | 2.55% | 0.66% | 0.66% |
| Amphenol Corp.-aAPH | 0.82% | 0.58% | 0.58% |
| Goldman Sachs GPGS | 1.38% | 0.52% | 0.52% |
| Arista NetworksANET | 0.72% | 0.47% | 0.47% |
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; IUSG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MTUM | IUSG |
|---|---|---|
| Bank of America Corp. | $452.3M | $10.1B |
| LPL Financial LLC | $1.2B | $2.8B |
| Morgan Stanley | $928.7M | $2.8B |
| Envestnet Asset Management Inc. | $2.7B | $595.5M |
| Mercer Global Advisors Inc. | $2.8B | $4.7M |
| FMR LLC | $2.0B | $131.2M |
| Raymond James Financial Inc. | $1.2B | $277.7M |
| Jones Financial Companies LLLP | $75.1M | $1.2B |
| Blue Trust, Inc. | $483.3M | $355.2M |
| JPMorgan Chase & Co | $337.3M | $284.7M |
| Wells Fargo & Company | $372.4M | $212.2M |
| Ameriprise Financial Inc. | $457.9M | $90.4M |
| Merit Financial Group, LLC | $94.1M | $393.6M |
| UBS Group AG | $237.2M | $245.9M |
| BlackRock, Inc. | $429.3M | $18.0M |
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, IUSG institutional holders.
Frequently asked questions
How much do MTUM and IUSG overlap?
31.4% by weight, with 55 holdings in common, using holdings for MTUM as of July 31, 2026 and IUSG as of June 30, 2026. The largest shared position is AVGO.
Do institutions hold both MTUM and IUSG?
488 Form 13F filers report positions in both, out of 1,649 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%.