JSMD vs FYC overlap
JSMD and FYC overlap 14.3% by weight, across 31 shared holdings.
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Top shared holdings
| Holding | JSMD | FYC | Overlap |
|---|---|---|---|
| Acadian Asset MAAAMI | 0.83% | 0.82% | 0.82% |
| Liquidia Corp.LQDA | 1.26% | 0.71% | 0.71% |
| Healthcare ServsHCSG | 0.70% | 0.64% | 0.64% |
| Calumet Inc.CLMT | 0.60% | 0.66% | 0.60% |
| Progyny Inc.PGNY | 0.96% | 0.58% | 0.58% |
| DAVE Inc.DAVE | 0.56% | 0.68% | 0.56% |
| Adeia Inc.ADEA | 0.82% | 0.55% | 0.55% |
| Kaiser AluminumKALU | 0.55% | 0.55% | 0.55% |
| Oscar Health -aOSCR | 0.51% | 0.74% | 0.51% |
| AZZ Inc.AZZ | 0.79% | 0.50% | 0.50% |
| Xeris BiopharmaXERS | 0.50% | 0.55% | 0.50% |
| RUSH Street INTERSI | 1.16% | 0.49% | 0.49% |
| Sezzle Inc.SEZL | 0.67% | 0.49% | 0.49% |
| Tenable HoldingsTENB | 0.57% | 0.48% | 0.48% |
| MYR Group Inc./deMYRG | 0.45% | 0.45% | 0.45% |
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; FYC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JSMD | FYC |
|---|---|---|
| LPL Financial LLC | $106.7M | $191.5M |
| Morgan Stanley | $72.3M | $77.2M |
| Raymond James Financial Inc. | $38.9M | $82.8M |
| Bank of America Corp. | $66.8M | $31.7M |
| Royal Bank of Canada | $45.4M | $22.4M |
| Wells Fargo & Company | $53K | $60.1M |
| Private Advisor Group, LLC | $54.5M | $1.2M |
| Envestnet Asset Management Inc. | $26.4M | $24.6M |
| Cambridge Investment Research Advisors, Inc. | $26.5M | $24.3M |
| Cetera Investment Advisers | $5.0M | $39.9M |
| Osaic Holdings, Inc. | $14.1M | $19.9M |
| UBS Group AG | $10.1M | $19.7M |
| Stifel Financial Corp. | $4.5M | $25.0M |
| &Partners | $21.7M | $4.8M |
| Thrivent Financial for Lutherans | $21.7M | $398K |
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, FYC institutional holders.
Frequently asked questions
How much do JSMD and FYC overlap?
14.3% by weight, with 31 holdings in common, using holdings for JSMD as of July 31, 2026 and FYC as of July 31, 2026. The largest shared position is AAMI.
Do institutions hold both JSMD and FYC?
74 Form 13F filers report positions in both, out of 255 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%.