SURE vs MOTG overlap

SURE and MOTG overlap 2.6% by weight, across 3 shared holdings.

SUREMOTG

Pick 2 to 4 ETFs.

2.6%

overlap by weight, across 3 shared holdings

SURE2.6% of the fund is in shared holdings, of 100

MOTG4.9% of the fund is in shared holdings, of 72

Top shared holdings

Holding	SURE	MOTG	Overlap
Nvidia Corp.NVDA	0.97%	2.01%	0.97%
Airbnb Inc.-aABNB	0.90%	1.04%	0.90%
Microsoft Corp.MSFT	0.78%	1.81%	0.78%

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: SURE, SEC Form N-PORT, June 30, 2026; MOTG, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 30 holding any

SURE14.1% of its 13F dollars, 13.6% of its 22 holders

MOTG8.0% of its 13F dollars, 27.3% of its 11 holders

Largest institutions holding both

Firm	SURE	MOTG
Morgan Stanley	$1.1M	$734
Wealthspire Advisors, LLC	$288K	$796K
Wells Fargo & Company	$5	$7

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: SURE institutional holders, MOTG institutional holders.

Frequently asked questions

How much do SURE and MOTG overlap?

2.6% by weight, with 3 holdings in common, using holdings for SURE as of June 30, 2026 and MOTG as of June 30, 2026. The largest shared position is NVDA.

Do institutions hold both SURE and MOTG?

3 Form 13F filers report positions in both, out of 30 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%.