JHMD vs AVNM overlap
JHMD and AVNM 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: JHMD, SEC Form N-PORT, June 30, 2026; AVNM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JHMD | AVNM |
|---|---|---|
| Merit Financial Group, LLC | $4.7M | $177.6M |
| LPL Financial LLC | $68.8M | $18.5M |
| Commonwealth Equity Services, LLC | $9.1M | $67.8M |
| Morgan Stanley | $74.2M | $9K |
| Envestnet Asset Management Inc. | $25.0M | $13.2M |
| Royal Bank of Canada | $9.3M | $1.0M |
| Osaic Holdings, Inc. | $841K | $5.7M |
| Kestra Private Wealth Services, LLC | $375K | $2.7M |
| AE Wealth Management LLC | $10K | $954K |
| UBS Group AG | $830K | $32K |
| Allworth Financial LP | $54K | $365K |
| NewEdge Advisors, LLC | $397K | $4K |
| Fifth Third Bancorp | $309K | $14K |
| Global Retirement Partners, LLC | $1K | $296K |
| Harbour Investments, Inc. | $61K | $16K |
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: JHMD institutional holders, AVNM institutional holders.
Frequently asked questions
How much do JHMD and AVNM overlap?
0.0% by weight, with 0 holdings in common, using holdings for JHMD as of June 30, 2026 and AVNM as of May 31, 2026.
Do institutions hold both JHMD and AVNM?
16 Form 13F filers report positions in both, out of 134 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%.