JSMD vs FNX overlap
JSMD and FNX overlap 10.0% by weight, across 41 shared holdings.
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Top shared holdings
| Holding | JSMD | FNX | Overlap |
|---|---|---|---|
| Guardant HealthGH | 1.02% | 0.40% | 0.40% |
| Victoria's SecreVSCO | 0.79% | 0.40% | 0.40% |
| Enova InternatioENVA | 1.57% | 0.40% | 0.40% |
| Corcept TheraCORT | 1.06% | 0.39% | 0.39% |
| Kyndryl HoldingsKD | 0.64% | 0.36% | 0.36% |
| Victory Capita-aVCTR | 0.95% | 0.35% | 0.35% |
| Frontdoor Inc.FTDR | 0.57% | 0.35% | 0.35% |
| Krystal BiotechKRYS | 0.93% | 0.34% | 0.34% |
| Brightspring HEABTSG | 0.69% | 0.32% | 0.32% |
| Halozyme TherapeHALO | 1.18% | 0.32% | 0.32% |
| Arrowhead PharmaARWR | 0.80% | 0.31% | 0.31% |
| EnersysENS | 0.96% | 0.30% | 0.30% |
| Dycom INDSDY | 0.68% | 0.30% | 0.30% |
| Neurocrine BioscNBIX | 1.05% | 0.30% | 0.30% |
| Modine Mfg CoMOD | 0.59% | 0.28% | 0.28% |
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: JSMD, SEC Form N-PORT, July 31, 2026; FNX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JSMD | FNX |
|---|---|---|
| LPL Financial LLC | $106.7M | $152.3M |
| Morgan Stanley | $72.3M | $162.7M |
| Wells Fargo & Company | $53K | $103.6M |
| Raymond James Financial Inc. | $38.9M | $64.1M |
| Bank of America Corp. | $66.8M | $30.5M |
| Royal Bank of Canada | $45.4M | $43.3M |
| Private Advisor Group, LLC | $54.5M | $5.1M |
| UBS Group AG | $10.1M | $29.1M |
| Cambridge Investment Research Advisors, Inc. | $26.5M | $9.9M |
| Cetera Investment Advisers | $5.0M | $30.7M |
| Envestnet Asset Management Inc. | $26.4M | $5.9M |
| HighTower Advisors, LLC | $10.0M | $17.7M |
| &Partners | $21.7M | $5.7M |
| Baird Financial Group, Inc. | $3.2M | $23.5M |
| Commonwealth Equity Services, LLC | $14.0M | $10.0M |
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: JSMD institutional holders, FNX institutional holders.
Frequently asked questions
How much do JSMD and FNX overlap?
10.0% by weight, with 41 holdings in common, using holdings for JSMD as of July 31, 2026 and FNX as of July 31, 2026. The largest shared position is GH.
Do institutions hold both JSMD and FNX?
66 Form 13F filers report positions in both, out of 297 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%.