RPV vs JHML overlap
RPV and JHML overlap 13.8% by weight, across 119 shared holdings.
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Top shared holdings
| Holding | RPV | JHML | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 0.46% | 0.63% | 0.46% |
| Unitedhealth GRPUNH | 0.67% | 0.43% | 0.43% |
| Bank of AmericaBAC | 0.40% | 0.46% | 0.40% |
| Citigroup Inc.C | 0.89% | 0.37% | 0.37% |
| Chevron Corp.CVX | 0.59% | 0.33% | 0.33% |
| Verizon CommunicVZ | 0.63% | 0.28% | 0.28% |
| ConocophillipsCOP | 0.49% | 0.22% | 0.22% |
| Hartford InsuranHIG | 0.40% | 0.21% | 0.21% |
| Travelers COS inTRV | 0.52% | 0.21% | 0.21% |
| General Motors CGM | 1.89% | 0.21% | 0.21% |
| CVS Health Corp.CVS | 2.07% | 0.21% | 0.21% |
| Nucor Corp.NUE | 0.75% | 0.20% | 0.20% |
| Allstate Corp.ALL | 0.76% | 0.20% | 0.20% |
| Cardinal HealthCAH | 1.06% | 0.20% | 0.20% |
| Kroger CoKR | 1.08% | 0.19% | 0.19% |
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: RPV, SEC Form N-PORT, July 31, 2026; JHML, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RPV | JHML |
|---|---|---|
| Morgan Stanley | $182.4M | $37.7M |
| Bank of America Corp. | $136.4M | $25.1M |
| Ameriprise Financial Inc. | $8.2M | $119.1M |
| LPL Financial LLC | $30.8M | $88.7M |
| Wells Fargo & Company | $10.4M | $74.4M |
| Raymond James Financial Inc. | $8.7M | $44.6M |
| Commonwealth Equity Services, LLC | $6.7M | $42.8M |
| Envestnet Asset Management Inc. | $10.5M | $30.5M |
| UBS Group AG | $32.6M | $8.2M |
| Cambridge Investment Research Advisors, Inc. | $33.0M | $668K |
| Kestra Advisory Services, LLC | $3.8M | $26.5M |
| Cetera Investment Advisers | $4.9M | $22.4M |
| Goldman Sachs Group Inc. | $17.5M | $1.8M |
| HighTower Advisors, LLC | $13.5M | $5.7M |
| Jones Financial Companies LLLP | $637K | $18.1M |
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: RPV institutional holders, JHML institutional holders.
Frequently asked questions
How much do RPV and JHML overlap?
13.8% by weight, with 119 holdings in common, using holdings for RPV as of July 31, 2026 and JHML as of June 30, 2026. The largest shared position is XOM.
Do institutions hold both RPV and JHML?
41 Form 13F filers report positions in both, out of 307 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%.