JHSC vs AVMV overlap
JHSC and AVMV overlap 8.1% by weight, across 71 shared holdings.
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Top shared holdings
| Holding | JHSC | AVMV | Overlap |
|---|---|---|---|
| Sanmina Corp.SANM | 0.54% | 0.41% | 0.41% |
| Ryder System Inc.R | 0.52% | 0.32% | 0.32% |
| Murphy USA Inc.MUSA | 0.34% | 0.26% | 0.26% |
| Simpson MfgSSD | 0.35% | 0.22% | 0.22% |
| VF Corp.VFC | 0.26% | 0.22% | 0.22% |
| Cirrus Logic Inc.CRUS | 0.41% | 0.21% | 0.21% |
| AXIS CapitalAXS | 0.40% | 0.21% | 0.21% |
| Ingredion Inc.INGR | 0.22% | 0.20% | 0.20% |
| Jackson FI-aJXN | 0.36% | 0.20% | 0.20% |
| Armstrong WorldAWI | 0.34% | 0.20% | 0.20% |
| Commerce BcshsCBSH | 0.29% | 0.19% | 0.19% |
| Columbia BankingCOLB | 0.36% | 0.18% | 0.18% |
| Weatherford INTEWFRD | 0.31% | 0.18% | 0.18% |
| Viasat Inc.VSAT | 0.45% | 0.18% | 0.18% |
| Chord Energy CORCHRD | 0.25% | 0.18% | 0.18% |
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: JHSC, SEC Form N-PORT, June 30, 2026; AVMV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JHSC | AVMV |
|---|---|---|
| Evensky & Katz LLC | $2.1M | $60.7M |
| ENZI Wealth | $248K | $57.7M |
| LPL Financial LLC | $26.8M | $18.2M |
| Morgan Stanley | $21.9M | $11.1M |
| Northwestern Mutual Wealth Management Co | $6.5M | $23.8M |
| Envestnet Asset Management Inc. | $6.0M | $3.3M |
| Farther Finance Advisors, LLC | $17K | $5.1M |
| Osaic Holdings, Inc. | $922K | $1.5M |
| Rockefeller Capital Management L.P. | $1.6M | $51K |
| Royal Bank of Canada | $1.5M | $12K |
| O'SHAughnessy Asset Management, LLC | $39K | $1.4M |
| Kestra Advisory Services, LLC | $320K | $1.0M |
| Cambridge Investment Research Advisors, Inc. | $538K | $640K |
| Beacon Pointe Advisors, LLC | $279K | $733K |
| Private Advisor Group, LLC | $589K | $307K |
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: JHSC institutional holders, AVMV institutional holders.
Frequently asked questions
How much do JHSC and AVMV overlap?
8.1% by weight, with 71 holdings in common, using holdings for JHSC as of June 30, 2026 and AVMV as of May 31, 2026. The largest shared position is SANM.
Do institutions hold both JHSC and AVMV?
18 Form 13F filers report positions in both, out of 159 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%.