JMID vs ESSC overlap
JMID and ESSC overlap 2.8% by weight, across 15 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JMID | ESSC | Overlap |
|---|---|---|---|
| Modine Mfg CoMOD | 0.42% | 0.54% | 0.42% |
| Powell INDS Inc.POWL | 0.59% | 0.41% | 0.41% |
| Steel DynamicsSTLD | 0.60% | 0.39% | 0.39% |
| Sterling InfrastSTRL | 1.57% | 0.32% | 0.32% |
| Sitime Corp.SITM | 0.39% | 0.22% | 0.22% |
| Workday Inc.-aWDAY | 1.61% | 0.15% | 0.15% |
| Docusign Inc.DOCU | 0.35% | 0.13% | 0.13% |
| Rubrik Inc.-aRBRK | 1.05% | 0.12% | 0.12% |
| Mongodb Inc.MDB | 0.78% | 0.12% | 0.12% |
| GEN Digital Inc.GEN | 1.81% | 0.12% | 0.12% |
| Gartner Inc.IT | 1.64% | 0.11% | 0.11% |
| Trade DESK Inc.-aTTD | 0.64% | 0.10% | 0.10% |
| Vistra Corp.VST | 0.98% | 0.10% | 0.10% |
| Credo TechnologyCRDO | 1.38% | 0.09% | 0.09% |
| Guardant HealthGH | 0.85% | 0.01% | 0.01% |
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: JMID, SEC Form N-PORT, July 31, 2026; ESSC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: JMID institutional holders, ESSC institutional holders.
Frequently asked questions
How much do JMID and ESSC overlap?
2.8% by weight, with 15 holdings in common, using holdings for JMID as of July 31, 2026 and ESSC as of July 31, 2026. The largest shared position is MOD.
Do institutions hold both JMID and ESSC?
0 Form 13F filers report positions in both, out of 24 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%.