JHCB vs BKHY overlap
JHCB and BKHY overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: JHCB, SEC Form N-PORT, June 30, 2026; BKHY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JHCB | BKHY |
|---|---|---|
| Cetera Investment Advisers | $32.4M | $2.8M |
| Morgan Stanley | $40 | $16.7M |
| LPL Financial LLC | $6.6M | $3.7M |
| Envestnet Asset Management Inc. | $4.6M | $4.7M |
| JPMorgan Chase & Co | $357K | $4.8M |
| Steward Partners Investment Advisory, LLC | $1.3M | $2K |
| CoreCap Advisors, LLC | $660K | $36K |
| Osaic Holdings, Inc. | $656K | $6K |
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: JHCB institutional holders, BKHY institutional holders.
Frequently asked questions
How much do JHCB and BKHY overlap?
0.0% by weight, with 0 holdings in common, using holdings for JHCB as of June 30, 2026 and BKHY as of July 31, 2026.
Do institutions hold both JHCB and BKHY?
8 Form 13F filers report positions in both, out of 56 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%.