JHMD vs IDVO overlap

JHMD and IDVO overlap 1.3% by weight, across 3 shared holdings.

JHMDIDVO

Pick 2 to 4 ETFs.

1.3%

overlap by weight, across 3 shared holdings

JHMD1.3% of the fund is in shared holdings, of 579

IDVO4.4% of the fund is in shared holdings, of 53

Top shared holdings

Holding	JHMD	IDVO	Overlap
Astrazeneca PLCAZN	0.76%	3.17%	0.76%
Totalenergies SETTE	0.51%	0.75%	0.51%
Elbit SystemsESLT	0.02%	0.52%	0.02%

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; IDVO, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 186 holding any

JHMD61.6% of its 13F dollars, 37.2% of its 94 holders

IDVO45.1% of its 13F dollars, 27.6% of its 127 holders

Largest institutions holding both

Firm	JHMD	IDVO
Raymond James Financial Inc.	$53.0M	$95.9M
LPL Financial LLC	$68.8M	$41.9M
Morgan Stanley	$74.2M	$18.1M
Jones Financial Companies LLLP	$42.2M	$1.4M
Wells Fargo & Company	$42.5M	$257K
Envestnet Asset Management Inc.	$25.0M	$5.2M
Osaic Holdings, Inc.	$841K	$25.8M
Royal Bank of Canada	$9.3M	$9.9M
Commonwealth Equity Services, LLC	$9.1M	$9.4M
UBS Group AG	$830K	$14.5M
Northwestern Mutual Wealth Management Co	$15K	$5.9M
Integrated Wealth Concepts LLC	$3.5M	$21K
Wealth Enhancement Advisory Services, LLC	$892K	$2.1M
Kestra Advisory Services, LLC	$2.1M	$617K
NewEdge Advisors, LLC	$397K	$1.7M

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, IDVO institutional holders.

Frequently asked questions

How much do JHMD and IDVO overlap?

1.3% by weight, with 3 holdings in common, using holdings for JHMD as of June 30, 2026 and IDVO as of June 30, 2026. The largest shared position is AZN.

Do institutions hold both JHMD and IDVO?

35 Form 13F filers report positions in both, out of 186 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%.