JPIN vs AVDS overlap
JPIN and AVDS overlap 5.8% by weight, across 69 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (JPIN: July 31, 2026, AVDS: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | JPIN | AVDS | Overlap |
|---|---|---|---|
| Mitsui Kinzoku C5706 | 0.27% | 0.33% | 0.27% |
| Venture Corp. Ltd.VMS | 0.22% | 0.23% | 0.22% |
| DCC PLCDCC | 0.27% | 0.21% | 0.21% |
| Whitehaven CoalWHC | 0.24% | 0.20% | 0.20% |
| Burberry GroupBRBY | 0.30% | 0.18% | 0.18% |
| Howden Joinery GHWDN | 0.30% | 0.18% | 0.18% |
| Medipal HD7459 | 0.15% | 0.13% | 0.13% |
| Temenos AG-REGTEMN | 0.24% | 0.13% | 0.13% |
| NH Foods Ltd.2282 | 0.31% | 0.13% | 0.13% |
| Santen Pharm4536 | 0.27% | 0.13% | 0.13% |
| Nippon ELEC GLAS5214 | 0.13% | 0.13% | 0.13% |
| Tohoku ELEC PWR9506 | 0.14% | 0.13% | 0.13% |
| Electric Power D9513 | 0.37% | 0.13% | 0.13% |
| SIMS Ltd.SGM | 0.19% | 0.12% | 0.12% |
| PersimmonPSN | 0.18% | 0.12% | 0.12% |
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: JPIN, SEC Form N-PORT, July 31, 2026; AVDS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JPIN | AVDS |
|---|---|---|
| Morgan Stanley | $22.7M | $387K |
| Susquehanna International Group, LLP | $8.5M | $1.4M |
| LPL Financial LLC | $6.7M | $1.7M |
| Osaic Holdings, Inc. | $7.4M | $67K |
| JPMorgan Chase & Co | $6.0M | $11K |
| Jane Street Group, LLC | $890K | $3.7M |
| Integrated Wealth Concepts LLC | $105K | $3.8M |
| Allworth Financial LP | $3.6M | $14K |
| MML Investors Services, LLC | $428K | $3.1M |
| Steward Partners Investment Advisory, LLC | $1.8M | $99K |
| Farther Finance Advisors, LLC | $673K | $962K |
| Commonwealth Equity Services, LLC | $401K | $1.1M |
| Summit Financial, LLC | $771K | $566K |
| Kestra Advisory Services, LLC | $578K | $363K |
| IFP Advisors, Inc | $53K | $444K |
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: JPIN institutional holders, AVDS institutional holders.
Frequently asked questions
How much do JPIN and AVDS overlap?
5.8% by weight, with 69 holdings in common, using holdings for JPIN as of July 31, 2026 and AVDS as of May 31, 2026. The largest shared position is 5706.
Do institutions hold both JPIN and AVDS?
16 Form 13F filers report positions in both, out of 160 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%.