NUGO vs GLRY overlap
NUGO and GLRY overlap 7.0% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (NUGO: July 31, 2026, GLRY: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | NUGO | GLRY | Overlap |
|---|---|---|---|
| Broadcom Inc.AVGO | 6.98% | 5.56% | 5.56% |
| Amphenol Corp.-aAPH | 1.43% | 4.65% | 1.43% |
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: NUGO, SEC Form N-PORT, July 31, 2026; GLRY, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | NUGO | GLRY |
|---|---|---|
| Citadel Advisors LLC | $23.2M | $451K |
| LPL Financial LLC | $2.2M | $7.6M |
| Jones Financial Companies LLLP | $855K | $5.9M |
| Commonwealth Equity Services, LLC | $350K | $651K |
| Osaic Holdings, Inc. | $22K | $714K |
| Two Sigma Investments, LP | $241K | $288K |
| SHP Wealth Management | $224K | $13K |
| Morgan Stanley | $56 | $82 |
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: NUGO institutional holders, GLRY institutional holders.
Frequently asked questions
How much do NUGO and GLRY overlap?
7.0% by weight, with 2 holdings in common, using holdings for NUGO as of July 31, 2026 and GLRY as of May 31, 2026. The largest shared position is AVGO.
Do institutions hold both NUGO and GLRY?
8 Form 13F filers report positions in both, out of 63 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%.