NUMG vs GRPM overlap
NUMG and GRPM overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: NUMG, SEC Form N-PORT, July 31, 2026; GRPM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | NUMG | GRPM |
|---|---|---|
| Morgan Stanley | $42.3M | $22.8M |
| HighTower Advisors, LLC | $372K | $47.2M |
| Bank of America Corp. | $14.1M | $21.0M |
| LPL Financial LLC | $12.0M | $19.5M |
| Royal Bank of Canada | $25.4M | $1.0M |
| Wells Fargo & Company | $22.9M | $120 |
| UBS Group AG | $9.5M | $3.6M |
| Osaic Holdings, Inc. | $609K | $11.6M |
| Ameriprise Financial Inc. | $9.8M | $964K |
| Cetera Investment Advisers | $3.8M | $6.7M |
| Jones Financial Companies LLLP | $5.2M | $5.0M |
| Commonwealth Equity Services, LLC | $7.6M | $1.6M |
| Raymond James Financial Inc. | $4.2M | $4.7M |
| Creative Planning | $3.7M | $4.6M |
| Ameritas Investment Partners, Inc. | $57K | $8.2M |
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: NUMG institutional holders, GRPM institutional holders.
Frequently asked questions
How much do NUMG and GRPM overlap?
0.0% by weight, with 0 holdings in common, using holdings for NUMG as of July 31, 2026 and GRPM as of July 31, 2026.
Do institutions hold both NUMG and GRPM?
40 Form 13F filers report positions in both, out of 190 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%.