MDYG vs BBMC overlap
MDYG and BBMC overlap 38.3% by weight, across 165 shared holdings.
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Top shared holdings
| Holding | MDYG | BBMC | Overlap |
|---|---|---|---|
| Technipfmc PLCFTI | 1.40% | 0.58% | 0.58% |
| Curtiss-WrightCW | 1.48% | 0.58% | 0.58% |
| Carpenter TechCRS | 1.62% | 0.55% | 0.55% |
| ATI Inc.ATI | 1.42% | 0.54% | 0.54% |
| Nvent ElectricNVT | 1.45% | 0.53% | 0.53% |
| OKTA Inc.OKTA | 1.21% | 0.52% | 0.52% |
| XPO Inc.XPO | 1.28% | 0.51% | 0.51% |
| Tenet HealthcareTHC | 0.85% | 0.47% | 0.47% |
| Woodward Inc.WWD | 1.34% | 0.46% | 0.46% |
| MKS Inc.MKSI | 1.13% | 0.43% | 0.43% |
| United TherapeutUTHR | 1.22% | 0.42% | 0.42% |
| ROKU Inc.ROKU | 0.96% | 0.41% | 0.41% |
| Sterling InfrastSTRL | 1.36% | 0.39% | 0.39% |
| ITT Inc.ITT | 0.94% | 0.38% | 0.38% |
| Macom TechnologyMTSI | 1.32% | 0.38% | 0.38% |
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: MDYG, SEC Form N-PORT, June 30, 2026; BBMC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MDYG | BBMC |
|---|---|---|
| JPMorgan Chase & Co | $3.2M | $1.9B |
| LPL Financial LLC | $196.4M | $7.9M |
| Morgan Stanley | $94.8M | $1.5M |
| Raymond James Financial Inc. | $57.4M | $353K |
| Private Advisor Group, LLC | $34.7M | $421K |
| Bank of America Corp. | $25.0M | $8.0M |
| Northwestern Mutual Wealth Management Co | $26.4M | $18K |
| Wells Fargo & Company | $20.2M | $1.8M |
| Janney Montgomery Scott LLC | $623K | $18.7M |
| Cetera Investment Advisers | $15.9M | $208K |
| Royal Bank of Canada | $15.5M | $405K |
| Osaic Holdings, Inc. | $11.0M | $3.4M |
| Goldman Sachs Group Inc. | $6.0M | $2.4M |
| EP Wealth Advisors, LLC | $8.2M | $110K |
| Equitable Holdings, Inc. | $4.4M | $2.9M |
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: MDYG institutional holders, BBMC institutional holders.
Frequently asked questions
How much do MDYG and BBMC overlap?
38.3% by weight, with 165 holdings in common, using holdings for MDYG as of June 30, 2026 and BBMC as of July 31, 2026. The largest shared position is FTI.
Do institutions hold both MDYG and BBMC?
34 Form 13F filers report positions in both, out of 438 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%.