MDY vs AVUV overlap
MDY and AVUV overlap 9.1% by weight, across 72 shared holdings. MDY is shown using IJH, which tracks the same index.
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MDY files no portfolio holdings with the SEC; shown using IJH, which tracks the same index, as of June 30, 2026.
Top shared holdings
| Holding | MDY | AVUV | Overlap |
|---|---|---|---|
| Ryder System Inc.R | 0.28% | 0.60% | 0.28% |
| Five BelowFIVE | 0.27% | 0.72% | 0.27% |
| Columbia BankingCOLB | 0.26% | 0.40% | 0.26% |
| Terex Corp.TEX | 0.23% | 0.39% | 0.23% |
| Hanover InsurancTHG | 0.21% | 0.50% | 0.21% |
| Avnet Inc.AVT | 0.20% | 0.86% | 0.20% |
| Kirby Corp.KEX | 0.20% | 0.40% | 0.20% |
| EnersysENS | 0.24% | 0.20% | 0.20% |
| Lantheus HoldingLNTH | 0.20% | 0.70% | 0.20% |
| First American FFAF | 0.19% | 0.26% | 0.19% |
| Valley NATL BANCVLY | 0.19% | 0.27% | 0.19% |
| LEAR Corp.LEA | 0.18% | 0.89% | 0.18% |
| Taylor MorrisonTMHC | 0.18% | 0.43% | 0.18% |
| NOV Inc.NOV | 0.18% | 0.58% | 0.18% |
| Lithia MotorsLAD | 0.18% | 0.29% | 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: MDY, IJH's SEC Form N-PORT, June 30, 2026; AVUV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | MDY | AVUV |
|---|---|---|
| Creative Planning | $166.1M | $2.7B |
| Bank of America Corp. | $1.4B | $431.6M |
| Morgan Stanley | $868.9M | $425.2M |
| Wells Fargo & Company | $829.2M | $285.2M |
| LPL Financial LLC | $116.9M | $981.2M |
| Northwestern Mutual Wealth Management Co | $635.4M | $326.0M |
| Focus Partners Wealth | $71.5M | $818.8M |
| Northern Trust Corp. | $738.2M | $946K |
| US Bancorp | $677.9M | $1.1M |
| UBS Group AG | $457.9M | $200.6M |
| Pathstone Holdings, LLC | $597.5M | $31.1M |
| Raymond James Financial Inc. | $343.8M | $240.7M |
| PNC Financial Services Group, Inc. | $487.7M | $65.6M |
| Ameriprise Financial Inc. | $60.4M | $385.7M |
| Focus Partners Advisor Solutions, LLC | $6.5M | $374.3M |
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: MDY institutional holders, AVUV institutional holders.
Frequently asked questions
How much do MDY and AVUV overlap?
9.1% by weight, with 72 holdings in common, using holdings for MDY as of June 30, 2026 and AVUV as of May 31, 2026. The largest shared position is R.
Do institutions hold both MDY and AVUV?
524 Form 13F filers report positions in both, out of 2,148 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%.