RWL vs JGRO overlap
RWL and JGRO overlap 21.6% by weight, across 88 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RWL | JGRO | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 2.55% | 4.76% | 2.55% |
| Alphabet Inc.-CGOOG | 1.20% | 10.36% | 1.20% |
| Nvidia Corp.NVDA | 1.20% | 10.46% | 1.20% |
| Microsoft Corp.MSFT | 1.66% | 1.01% | 1.01% |
| META Platforms-aMETA | 0.95% | 2.13% | 0.95% |
| Walmart Inc.WMT | 3.27% | 0.88% | 0.88% |
| Goldman Sachs GPGS | 0.77% | 1.63% | 0.77% |
| DELL Techn-CDELL | 1.59% | 0.68% | 0.68% |
| Amazon.COM Inc.AMZN | 4.47% | 0.53% | 0.53% |
| Exxon Mobil Corp.XOM | 1.52% | 0.52% | 0.52% |
| Tesla Inc.TSLA | 0.50% | 2.81% | 0.50% |
| Micron TechMU | 0.48% | 3.70% | 0.48% |
| Broadcom Inc.AVGO | 0.44% | 4.36% | 0.44% |
| Johnson&JohnsonJNJ | 0.43% | 1.00% | 0.43% |
| ADV Micro DeviceAMD | 0.43% | 3.15% | 0.43% |
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: RWL, SEC Form N-PORT, May 31, 2026; JGRO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RWL | JGRO |
|---|---|---|
| LPL Financial LLC | $848.1M | $776.9M |
| JPMorgan Chase & Co | $20.1M | $1.1B |
| Ameriprise Financial Inc. | $475.8M | $396.6M |
| Bank of America Corp. | $288.9M | $247.0M |
| Raymond James Financial Inc. | $120.4M | $399.8M |
| Jones Financial Companies LLLP | $157.5M | $318.2M |
| Captrust Financial Advisors | $228K | $433.7M |
| Morgan Stanley | $426.8M | $6.8M |
| Cetera Investment Advisers | $152.7M | $127.6M |
| Commonwealth Equity Services, LLC | $106.4M | $169.1M |
| Bank of New York Mellon Corp | $222.4M | $43.1M |
| Osaic Holdings, Inc. | $146.7M | $91.1M |
| Wells Fargo & Company | $111.4M | $110.7M |
| UBS Group AG | $68.6M | $133.5M |
| Envestnet Asset Management Inc. | $54.1M | $117.4M |
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: RWL institutional holders, JGRO institutional holders.
Frequently asked questions
How much do RWL and JGRO overlap?
21.6% by weight, with 88 holdings in common, using holdings for RWL as of May 31, 2026 and JGRO as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both RWL and JGRO?
139 Form 13F filers report positions in both, out of 576 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%.