JAVA vs HDV overlap
JAVA and HDV overlap 10.8% by weight, across 17 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JAVA | HDV | Overlap |
|---|---|---|---|
| Abbvie Inc.ABBV | 1.64% | 6.16% | 1.64% |
| Philip Morris inPM | 1.01% | 4.44% | 1.01% |
| Chevron Corp.CVX | 0.88% | 6.13% | 0.88% |
| ConocophillipsCOP | 0.84% | 1.86% | 0.84% |
| Southern CoSO | 0.75% | 1.59% | 0.75% |
| Merck & CoMRK | 0.74% | 3.99% | 0.74% |
| Bristol-MYER SQBBMY | 0.63% | 2.70% | 0.63% |
| Mondelez Inter-aMDLZ | 0.62% | 1.18% | 0.62% |
| EOG ResourcesEOG | 0.60% | 1.03% | 0.60% |
| Home Depot Inc.HD | 0.59% | 4.45% | 0.59% |
| Air Prods & CHEMAPD | 0.53% | 0.77% | 0.53% |
| McDonalds Corp.MCD | 0.51% | 2.31% | 0.51% |
| Procter & GamblePG | 0.42% | 4.52% | 0.42% |
| Medtronic PLCMDT | 0.34% | 1.73% | 0.34% |
| CMS Energy Corp.CMS | 0.45% | 0.32% | 0.32% |
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: JAVA, SEC Form N-PORT, June 30, 2026; HDV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JAVA | HDV |
|---|---|---|
| JPMorgan Chase & Co | $1.6B | $183.8M |
| LPL Financial LLC | $573.9M | $462.8M |
| Bank of America Corp. | $58.0M | $564.1M |
| Morgan Stanley | $134.0M | $476.1M |
| Sagespring Wealth Partners, LLC | $411.9M | $2.5M |
| Ameriprise Financial Inc. | $201.7M | $81.1M |
| Royal Bank of Canada | $103.8M | $173.7M |
| Jones Financial Companies LLLP | $83.3M | $174.9M |
| Envestnet Asset Management Inc. | $89.0M | $168.2M |
| Cetera Investment Advisers | $149.2M | $97.1M |
| UBS Group AG | $24.5M | $218.7M |
| Janney Montgomery Scott LLC | $115.8M | $123.0M |
| Wells Fargo & Company | $19.0M | $192.3M |
| Raymond James Financial Inc. | $58.4M | $124.2M |
| Commonwealth Equity Services, LLC | $49.3M | $87.1M |
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: JAVA institutional holders, HDV institutional holders.
Frequently asked questions
How much do JAVA and HDV overlap?
10.8% by weight, with 17 holdings in common, using holdings for JAVA as of June 30, 2026 and HDV as of July 31, 2026. The largest shared position is ABBV.
Do institutions hold both JAVA and HDV?
159 Form 13F filers report positions in both, out of 996 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%.