SPMO vs MGV overlap
SPMO and MGV overlap 34.4% by weight, across 31 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SPMO | MGV | Overlap |
|---|---|---|---|
| Micron TechMU | 10.73% | 5.26% | 5.26% |
| Exxon Mobil Corp.XOM | 2.78% | 2.91% | 2.78% |
| Johnson&JohnsonJNJ | 3.85% | 2.61% | 2.61% |
| Intel Corp.INTC | 2.95% | 2.20% | 2.20% |
| Cisco SystemsCSCO | 2.02% | 2.06% | 2.02% |
| Caterpillar Inc.CAT | 2.60% | 1.96% | 1.96% |
| Applied MaterialAMAT | 1.77% | 1.72% | 1.72% |
| General ElectricGE | 1.64% | 1.55% | 1.55% |
| Goldman Sachs GPGS | 1.43% | 1.39% | 1.39% |
| Philip Morris inPM | 1.29% | 1.33% | 1.29% |
| Coca-Cola Co/theKO | 1.21% | 1.31% | 1.21% |
| RTX Corp.RTX | 1.40% | 1.16% | 1.16% |
| Citigroup Inc.C | 0.97% | 1.01% | 0.97% |
| Morgan StanleyMS | 0.96% | 1.19% | 0.96% |
| Analog DevicesADI | 0.82% | 0.97% | 0.82% |
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: SPMO, SEC Form N-PORT, May 31, 2026; MGV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPMO | MGV |
|---|---|---|
| Assetmark, Inc. | $5.8M | $2.6B |
| LPL Financial LLC | $1.2B | $189.3M |
| Bank of America Corp. | $519.4M | $764.3M |
| Morgan Stanley | $571.6M | $526.5M |
| Cambridge Investment Research Advisors, Inc. | $434.2M | $127.1M |
| Ameriprise Financial Inc. | $92.9M | $402.3M |
| Vantagepoint Investment Advisers LLC | $360.3M | $119.8M |
| Envestnet Asset Management Inc. | $239.0M | $202.3M |
| Raymond James Financial Inc. | $294.4M | $123.1M |
| Wells Fargo & Company | $237.6M | $162.4M |
| UBS Group AG | $95.0M | $292.7M |
| Osaic Holdings, Inc. | $169.6M | $129.0M |
| JPMorgan Chase & Co | $175.9M | $111.9M |
| Northwestern Mutual Wealth Management Co | $266.7M | $14.7M |
| Merit Financial Group, LLC | $8.6M | $270.1M |
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: SPMO institutional holders, MGV institutional holders.
Frequently asked questions
How much do SPMO and MGV overlap?
34.4% by weight, with 31 holdings in common, using holdings for SPMO as of May 31, 2026 and MGV as of May 31, 2026. The largest shared position is MU.
Do institutions hold both SPMO and MGV?
264 Form 13F filers report positions in both, out of 1,102 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%.