JHML vs FGD overlap
JHML and FGD overlap 1.2% by weight, across 11 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JHML | FGD | Overlap |
|---|---|---|---|
| Verizon CommunicVZ | 0.28% | 0.84% | 0.28% |
| Ford Motor CoF | 0.17% | 0.82% | 0.17% |
| Prudentl FINLPRU | 0.15% | 1.04% | 0.15% |
| Altria Group Inc.MO | 0.14% | 1.17% | 0.14% |
| United Parcel-BUPS | 0.12% | 0.96% | 0.12% |
| Best BUY Co Inc.BBY | 0.09% | 1.17% | 0.09% |
| T Rowe Price GRPTROW | 0.08% | 1.19% | 0.08% |
| HP Inc.HPQ | 0.06% | 1.30% | 0.06% |
| Lyondellbasell-aLYB | 0.06% | 0.73% | 0.06% |
| General Mills inGIS | 0.06% | 0.77% | 0.06% |
| Franklin RES Inc.BEN | 0.03% | 1.05% | 0.03% |
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: JHML, SEC Form N-PORT, June 30, 2026; FGD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JHML | FGD |
|---|---|---|
| LPL Financial LLC | $88.7M | $176.8M |
| Wells Fargo & Company | $74.4M | $123.9M |
| Ameriprise Financial Inc. | $119.1M | $24.2M |
| Morgan Stanley | $37.7M | $58.5M |
| Raymond James Financial Inc. | $44.6M | $39.3M |
| Bank of America Corp. | $25.1M | $45.1M |
| Commonwealth Equity Services, LLC | $42.8M | $17.0M |
| UBS Group AG | $8.2M | $46.0M |
| Envestnet Asset Management Inc. | $30.5M | $14.9M |
| Cetera Investment Advisers | $22.4M | $16.6M |
| Kestra Advisory Services, LLC | $26.5M | $1.9M |
| Jones Financial Companies LLLP | $18.1M | $9.3M |
| AE Wealth Management LLC | $30K | $19.9M |
| Royal Bank of Canada | $610K | $17.9M |
| Simplicity Wealth,LLC | $17.4M | $688K |
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: JHML institutional holders, FGD institutional holders.
Frequently asked questions
How much do JHML and FGD overlap?
1.2% by weight, with 11 holdings in common, using holdings for JHML as of June 30, 2026 and FGD as of June 30, 2026. The largest shared position is VZ.
Do institutions hold both JHML and FGD?
54 Form 13F filers report positions in both, out of 263 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%.