REGS vs JDIV overlap

REGS and JDIV overlap 11.0% by weight, across 5 shared holdings.

REGSJDIV

Pick 2 to 4 ETFs.

11.0%

overlap by weight, across 5 shared holdings

REGS32.7% of the fund is in shared holdings, of 61

JDIV12.4% of the fund is in shared holdings, of 85

Top shared holdings

Holding	REGS	JDIV	Overlap
Microsoft Corp.MSFT	5.26%	6.62%	5.26%
Nvidia Corp.NVDA	11.27%	2.47%	2.47%
Alphabet Inc.-CGOOG	5.62%	2.08%	2.08%
Broadcom Inc.AVGO	6.54%	0.95%	0.95%
META Platforms-aMETA	4.00%	0.28%	0.28%

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: REGS, SEC Form N-PORT, June 30, 2026; JDIV, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 24 holding any

REGS25.8% of its 13F dollars, 25.0% of its 16 holders

JDIV84.3% of its 13F dollars, 33.3% of its 12 holders

Largest institutions holding both

Firm	REGS	JDIV
JPMorgan Chase & Co	$290K	$5.3M
Citadel Advisors LLC	$307K	$1.0M
Osaic Holdings, Inc.	$982K	$5K
Susquehanna International Group, LLP	$378K	$384K

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: REGS institutional holders, JDIV institutional holders.

Frequently asked questions

How much do REGS and JDIV overlap?

11.0% by weight, with 5 holdings in common, using holdings for REGS as of June 30, 2026 and JDIV as of July 31, 2026. The largest shared position is MSFT.

Do institutions hold both REGS and JDIV?

4 Form 13F filers report positions in both, out of 24 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%.