MTUM vs IUSV overlap
MTUM and IUSV overlap 23.0% by weight, across 82 shared holdings.
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Top shared holdings
| Holding | MTUM | IUSV | Overlap |
|---|---|---|---|
| Intel Corp.INTC | 4.06% | 2.14% | 2.14% |
| Exxon Mobil Corp.XOM | 3.77% | 1.84% | 1.84% |
| Walmart Inc.WMT | 2.64% | 1.61% | 1.61% |
| Chevron Corp.CVX | 1.75% | 1.01% | 1.01% |
| Texas InstrumentTXN | 1.87% | 0.88% | 0.88% |
| Johnson&JohnsonJNJ | 3.54% | 0.81% | 0.81% |
| Citigroup Inc.C | 1.22% | 0.78% | 0.78% |
| Western DigitalWDC | 2.23% | 0.72% | 0.72% |
| Cisco SystemsCSCO | 2.55% | 0.71% | 0.71% |
| Analog DevicesADI | 1.45% | 0.63% | 0.63% |
| Marvell TechnoloMRVL | 1.03% | 0.45% | 0.45% |
| ConocophillipsCOP | 0.82% | 0.41% | 0.41% |
| DELL Techn-CDELL | 0.56% | 0.41% | 0.41% |
| Altria Group Inc.MO | 0.59% | 0.39% | 0.39% |
| Goldman Sachs GPGS | 1.38% | 0.34% | 0.34% |
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: MTUM, SEC Form N-PORT, July 31, 2026; IUSV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MTUM | IUSV |
|---|---|---|
| Bank of America Corp. | $452.3M | $9.6B |
| Envestnet Asset Management Inc. | $2.7B | $834.5M |
| LPL Financial LLC | $1.2B | $1.9B |
| Mercer Global Advisors Inc. | $2.8B | $27.5M |
| FMR LLC | $2.0B | $53.2M |
| Morgan Stanley | $928.7M | $1.1B |
| Raymond James Financial Inc. | $1.2B | $182.4M |
| Jones Financial Companies LLLP | $75.1M | $889.9M |
| Blue Trust, Inc. | $483.3M | $466.6M |
| JPMorgan Chase & Co | $337.3M | $211.3M |
| Signaturefd, LLC | $248K | $536.6M |
| Ameriprise Financial Inc. | $457.9M | $50.7M |
| Kestra Investment Management, LLC | $428K | $491.7M |
| Wells Fargo & Company | $372.4M | $93.8M |
| BlackRock, Inc. | $429.3M | $3.0M |
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: MTUM institutional holders, IUSV institutional holders.
Frequently asked questions
How much do MTUM and IUSV overlap?
23.0% by weight, with 82 holdings in common, using holdings for MTUM as of July 31, 2026 and IUSV as of June 30, 2026. The largest shared position is INTC.
Do institutions hold both MTUM and IUSV?
437 Form 13F filers report positions in both, out of 1,581 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%.