XMHQ vs JHMM overlap
XMHQ and JHMM overlap 7.8% by weight, across 58 shared holdings.
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Top shared holdings
| Holding | XMHQ | JHMM | Overlap |
|---|---|---|---|
| United TherapeutUTHR | 2.53% | 0.32% | 0.32% |
| Carpenter TechCRS | 2.70% | 0.29% | 0.29% |
| Technipfmc PLCFTI | 4.14% | 0.29% | 0.29% |
| RenaissancereRNR | 1.79% | 0.28% | 0.28% |
| Nvent ElectricNVT | 2.93% | 0.28% | 0.28% |
| Nextpower Inc.-aNXT | 2.03% | 0.28% | 0.28% |
| Exelixis Inc.EXEL | 2.70% | 0.25% | 0.25% |
| Curtiss-WrightCW | 3.21% | 0.24% | 0.24% |
| Neurocrine BioscNBIX | 1.84% | 0.22% | 0.22% |
| Carlisle COS Inc.CSL | 2.19% | 0.21% | 0.21% |
| Everpure Inc.-aP | 3.28% | 0.18% | 0.18% |
| Lincoln ElectricLECO | 1.83% | 0.18% | 0.18% |
| Mueller INDSMLI | 1.89% | 0.17% | 0.17% |
| Texas RoadhousTXRH | 1.53% | 0.17% | 0.17% |
| Graco Inc.GGG | 1.54% | 0.16% | 0.16% |
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: XMHQ, SEC Form N-PORT, July 31, 2026; JHMM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XMHQ | JHMM |
|---|---|---|
| LPL Financial LLC | $459.4M | $375.9M |
| Morgan Stanley | $277.0M | $285.2M |
| Ameriprise Financial Inc. | $120.3M | $374.8M |
| Wells Fargo & Company | $66.4M | $282.7M |
| Raymond James Financial Inc. | $92.8M | $240.1M |
| Jones Financial Companies LLLP | $120.9M | $182.3M |
| Northwestern Mutual Wealth Management Co | $136.6M | $162.9M |
| Commonwealth Equity Services, LLC | $107.0M | $131.1M |
| Cetera Investment Advisers | $157.5M | $78.0M |
| Bank of America Corp. | $72.4M | $107.1M |
| UBS Group AG | $20.0M | $157.5M |
| Royal Bank of Canada | $31.9M | $89.2M |
| Cambridge Investment Research Advisors, Inc. | $73.3M | $36.0M |
| Focus Partners Wealth | $47.4M | $47.3M |
| Private Advisor Group, LLC | $24.8M | $68.3M |
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: XMHQ institutional holders, JHMM institutional holders.
Frequently asked questions
How much do XMHQ and JHMM overlap?
7.8% by weight, with 58 holdings in common, using holdings for XMHQ as of July 31, 2026 and JHMM as of June 30, 2026. The largest shared position is UTHR.
Do institutions hold both XMHQ and JHMM?
142 Form 13F filers report positions in both, out of 586 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%.