MDYV vs BBMC overlap
MDYV and BBMC overlap 37.9% by weight, across 193 shared holdings.
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Top shared holdings
| Holding | MDYV | BBMC | Overlap |
|---|---|---|---|
| US Foods HoldingUSFD | 1.29% | 0.48% | 0.48% |
| Reliance Inc.RS | 1.09% | 0.45% | 0.45% |
| MKS Inc.MKSI | 0.50% | 0.43% | 0.43% |
| TD Synnex Corp.SNX | 1.15% | 0.42% | 0.42% |
| Performance FoodPFGC | 1.01% | 0.38% | 0.38% |
| Lattice SemicondLSCC | 0.49% | 0.37% | 0.37% |
| Roivant SciencesROIV | 0.38% | 0.37% | 0.37% |
| Ovintiv Inc.OVV | 0.83% | 0.37% | 0.37% |
| Wesco IntlWCC | 0.97% | 0.36% | 0.36% |
| Jones LANG LasalJLL | 0.82% | 0.36% | 0.36% |
| Permian Resour-aPR | 0.83% | 0.35% | 0.35% |
| Clean HarborsCLH | 0.42% | 0.34% | 0.34% |
| Pinnacle FinanciPNFP | 0.87% | 0.33% | 0.33% |
| Reinsurance GROURGA | 0.80% | 0.33% | 0.33% |
| Omega HealthcareOHI | 0.37% | 0.33% | 0.33% |
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: MDYV, SEC Form N-PORT, June 30, 2026; BBMC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MDYV | BBMC |
|---|---|---|
| JPMorgan Chase & Co | $3.1M | $1.9B |
| LPL Financial LLC | $115.8M | $7.9M |
| Morgan Stanley | $63.7M | $1.5M |
| Equitable Holdings, Inc. | $37.9M | $2.9M |
| Cetera Investment Advisers | $40.2M | $208K |
| Wells Fargo & Company | $33.4M | $1.8M |
| Janney Montgomery Scott LLC | $561K | $18.7M |
| Bank of America Corp. | $10.2M | $8.0M |
| Goldman Sachs Group Inc. | $9.6M | $2.4M |
| Private Advisor Group, LLC | $10.6M | $421K |
| Osaic Holdings, Inc. | $5.3M | $3.4M |
| IAG Wealth Partners, LLC | $7.4M | $1.0M |
| Raymond James Financial Inc. | $7.4M | $353K |
| Susquehanna International Group, LLP | $4.8M | $669K |
| Northwestern Mutual Wealth Management Co | $5.0M | $18K |
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: MDYV institutional holders, BBMC institutional holders.
Frequently asked questions
How much do MDYV and BBMC overlap?
37.9% by weight, with 193 holdings in common, using holdings for MDYV as of June 30, 2026 and BBMC as of July 31, 2026. The largest shared position is USFD.
Do institutions hold both MDYV and BBMC?
33 Form 13F filers report positions in both, out of 401 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%.