JDIV vs CCOR overlap
JDIV and CCOR overlap 16.4% by weight, across 12 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JDIV | CCOR | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 6.62% | 3.91% | 3.91% |
| Nextera EnergyNEE | 2.49% | 3.00% | 2.49% |
| Johnson&JohnsonJNJ | 2.07% | 4.54% | 2.07% |
| McDonalds Corp.MCD | 1.53% | 2.38% | 1.53% |
| Morgan StanleyMS | 1.46% | 4.54% | 1.46% |
| CME Group Inc.CME | 1.13% | 2.97% | 1.13% |
| Exxon Mobil Corp.XOM | 1.12% | 3.81% | 1.12% |
| Southern CoSO | 0.69% | 3.07% | 0.69% |
| Emerson ELEC CoEMR | 0.63% | 3.56% | 0.63% |
| Merck & CoMRK | 0.58% | 2.18% | 0.58% |
| Accenture PLC-aACN | 0.53% | 1.14% | 0.53% |
| META Platforms-aMETA | 0.28% | 2.12% | 0.28% |
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: JDIV, SEC Form N-PORT, July 31, 2026; CCOR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JDIV | CCOR |
|---|---|---|
| Susquehanna International Group, LLP | $384K | $210K |
| Integrated Wealth Concepts LLC | $325K | $4K |
| Osaic Holdings, Inc. | $5K | $30K |
| Wells Fargo & Company | $46 | $23 |
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: JDIV institutional holders, CCOR institutional holders.
Frequently asked questions
How much do JDIV and CCOR overlap?
16.4% by weight, with 12 holdings in common, using holdings for JDIV as of July 31, 2026 and CCOR as of July 31, 2026. The largest shared position is MSFT.
Do institutions hold both JDIV and CCOR?
4 Form 13F filers report positions in both, out of 28 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%.