OSCV vs JSMD overlap
OSCV and JSMD overlap 1.6% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | OSCV | JSMD | Overlap |
|---|---|---|---|
| Victory Capita-aVCTR | 1.73% | 0.95% | 0.95% |
| Argan Inc.AGX | 0.60% | 0.92% | 0.60% |
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: OSCV, SEC Form N-PORT, July 31, 2026; JSMD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | OSCV | JSMD |
|---|---|---|
| Aptus Capital Advisors, LLC | $275.5M | $301K |
| Integrated Wealth Concepts LLC | $153.5M | $51K |
| LPL Financial LLC | $5.3M | $106.7M |
| Morgan Stanley | $78 | $72.3M |
| Envestnet Asset Management Inc. | $44.0M | $26.4M |
| Guardian Wealth Advisors, LLC | $65.9M | $301K |
| Raymond James Financial Inc. | $22.9M | $38.9M |
| Royal Bank of Canada | $922K | $45.4M |
| NewEdge Advisors, LLC | $3K | $16.5M |
| Osaic Holdings, Inc. | $418K | $14.1M |
| UBS Group AG | $8K | $10.1M |
| Advisory Services Network, LLC | $7.5M | $676K |
| Silver Oak Securities, Incorporated | $5.1M | $1.2M |
| CENTRAL TRUST Co | $2.5M | $1.2M |
| Kestra Advisory Services, LLC | $1.0M | $2.5M |
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: OSCV institutional holders, JSMD institutional holders.
Frequently asked questions
How much do OSCV and JSMD overlap?
1.6% by weight, with 2 holdings in common, using holdings for OSCV as of July 31, 2026 and JSMD as of July 31, 2026. The largest shared position is VCTR.
Do institutions hold both OSCV and JSMD?
27 Form 13F filers report positions in both, out of 202 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%.