OUSM vs JHSC overlap
OUSM and JHSC overlap 13.6% by weight, across 64 shared holdings.
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Top shared holdings
| Holding | OUSM | JHSC | Overlap |
|---|---|---|---|
| Littelfuse Inc.LFUS | 2.16% | 0.59% | 0.59% |
| Firstcash HoldinFCFS | 1.00% | 0.44% | 0.44% |
| Avnet Inc.AVT | 3.24% | 0.43% | 0.43% |
| Landstar SystemLSTR | 1.94% | 0.40% | 0.40% |
| LEAR Corp.LEA | 1.39% | 0.40% | 0.40% |
| FED Signal Corp.FSS | 0.40% | 0.38% | 0.38% |
| Simpson MfgSSD | 0.55% | 0.35% | 0.35% |
| Murphy USA Inc.MUSA | 0.53% | 0.34% | 0.34% |
| Armstrong WorldAWI | 0.53% | 0.34% | 0.34% |
| MSA Safety Inc.MSA | 1.41% | 0.34% | 0.34% |
| MGIC INVT Corp.MTG | 1.76% | 0.33% | 0.33% |
| Essent Group Ltd.ESNT | 1.82% | 0.32% | 0.32% |
| Idacorp Inc.IDA | 0.31% | 0.42% | 0.31% |
| UFP Industries IUFPI | 0.67% | 0.29% | 0.29% |
| Nexstar MediaNXST | 1.52% | 0.27% | 0.27% |
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: OUSM, SEC Form N-PORT, May 31, 2026; JHSC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | OUSM | JHSC |
|---|---|---|
| Bank of America Corp. | $14.4M | $101.1M |
| Ameriprise Financial Inc. | $71.5M | $39.7M |
| Morgan Stanley | $59.9M | $21.9M |
| Raymond James Financial Inc. | $66.1M | $6.2M |
| Cetera Investment Advisers | $52.2M | $9.9M |
| LPL Financial LLC | $25.5M | $26.8M |
| Sanctuary Advisors, LLC | $42.7M | $752K |
| Wells Fargo & Company | $12.1M | $21.3M |
| UBS Group AG | $11.1M | $10.3M |
| Jones Financial Companies LLLP | $4.8M | $11.1M |
| Commonwealth Equity Services, LLC | $765K | $10.7M |
| Northwestern Mutual Wealth Management Co | $4.5M | $6.5M |
| Envestnet Asset Management Inc. | $4.6M | $6.0M |
| Royal Bank of Canada | $9.1M | $1.5M |
| Stifel Financial Corp. | $3.9M | $3.1M |
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: OUSM institutional holders, JHSC institutional holders.
Frequently asked questions
How much do OUSM and JHSC overlap?
13.6% by weight, with 64 holdings in common, using holdings for OUSM as of May 31, 2026 and JHSC as of June 30, 2026. The largest shared position is LFUS.
Do institutions hold both OUSM and JHSC?
36 Form 13F filers report positions in both, out of 175 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%.