JHCB vs CSHP overlap
4 institutions report holding both JHCB and CSHP.
JHCBCSHP
Pick 2 to 4 ETFs.
We don’t have holdings for CSHP. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
4
institutions report holding both, of 31 holding any
JHCB11.3% of its 13F dollars, 18.2% of its 22 holders
CSHP4.3% of its 13F dollars, 30.8% of its 13 holders
Largest institutions holding both
| Firm | JHCB | CSHP |
|---|---|---|
| LPL Financial LLC | $6.6M | $761K |
| Goldman Sachs Group Inc. | $3.1M | $924K |
| JPMorgan Chase & Co | $357K | $2.0M |
| Citadel Advisors LLC | $1.5M | $683K |
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, CSHP institutional holders.
Frequently asked questions
Do institutions hold both JHCB and CSHP?
4 Form 13F filers report positions in both, out of 31 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%.