JHCR vs BILS overlap
8 institutions report holding both JHCR and BILS.
JHCRBILS
Pick 2 to 4 ETFs.
We don’t have holdings for BILS. 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.
8
institutions report holding both, of 286 holding any
JHCR1.7% of its 13F dollars, 61.5% of its 13 holders
BILS8.8% of its 13F dollars, 2.9% of its 281 holders
Largest institutions holding both
| Firm | JHCR | BILS |
|---|---|---|
| Ameriprise Financial Inc. | $13.7M | $110.1M |
| Envestnet Asset Management Inc. | $11.4M | $42.8M |
| Integrated Wealth Concepts LLC | $4.6M | $40.3M |
| Simplicity Wealth,LLC | $5.1M | $781K |
| Advisory Services Network, LLC | $1.1M | $4.7M |
| JPMorgan Chase & Co | $1.6M | $4.1M |
| Pine Valley Investments Ltd Liability Co | $1.4M | $4.1M |
| CoreCap Advisors, LLC | $1.4M | $822K |
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: JHCR institutional holders, BILS institutional holders.
Frequently asked questions
Do institutions hold both JHCR and BILS?
8 Form 13F filers report positions in both, out of 286 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%.