JGRO vs CGUS overlap
JGRO and CGUS overlap 31.5% by weight, across 25 shared holdings.
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Top shared holdings
| Holding | JGRO | CGUS | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 10.46% | 6.85% | 6.85% |
| Broadcom Inc.AVGO | 4.36% | 6.33% | 4.36% |
| Apple Inc.AAPL | 4.76% | 2.75% | 2.75% |
| META Platforms-aMETA | 2.13% | 3.79% | 2.13% |
| Alphabet Inc.-CGOOG | 10.36% | 1.93% | 1.93% |
| ELI Lilly & CoLLY | 1.81% | 3.92% | 1.81% |
| Taiwan Semic-ADRTSM | 1.59% | 2.44% | 1.59% |
| Applied MaterialAMAT | 1.29% | 2.57% | 1.29% |
| Mastercard Inc.-aMA | 1.15% | 1.82% | 1.15% |
| Microsoft Corp.MSFT | 1.01% | 5.75% | 1.01% |
| General ElectricGE | 0.94% | 1.41% | 0.94% |
| Philip Morris inPM | 0.91% | 0.88% | 0.88% |
| Goldman Sachs GPGS | 1.63% | 0.70% | 0.70% |
| Corning Inc.GLW | 0.88% | 0.69% | 0.69% |
| RTX Corp.RTX | 0.67% | 1.95% | 0.67% |
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: JGRO, SEC Form N-PORT, June 30, 2026; CGUS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JGRO | CGUS |
|---|---|---|
| LPL Financial LLC | $776.9M | $1.4B |
| JPMorgan Chase & Co | $1.1B | $18.7M |
| Jones Financial Companies LLLP | $318.2M | $555.7M |
| Raymond James Financial Inc. | $399.8M | $439.2M |
| Envestnet Asset Management Inc. | $117.4M | $626.3M |
| Captrust Financial Advisors | $433.7M | $78.7M |
| Wells Fargo & Company | $110.7M | $343.6M |
| Cetera Investment Advisers | $127.6M | $284.2M |
| Ameriprise Financial Inc. | $396.6M | $1.2M |
| Commonwealth Equity Services, LLC | $169.1M | $197.8M |
| Bank of America Corp. | $247.0M | $64.8M |
| Cambridge Investment Research Advisors, Inc. | $19.5M | $289.9M |
| Morgan Stanley | $6.8M | $298.7M |
| Royal Bank of Canada | $133.5M | $117.5M |
| Private Advisor Group, LLC | $108.0M | $104.7M |
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: JGRO institutional holders, CGUS institutional holders.
Frequently asked questions
How much do JGRO and CGUS overlap?
31.5% by weight, with 25 holdings in common, using holdings for JGRO as of June 30, 2026 and CGUS as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both JGRO and CGUS?
174 Form 13F filers report positions in both, out of 638 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%.