JHMB vs BSCZ overlap
14 institutions report holding both JHMB and BSCZ.
JHMBBSCZ
Pick 2 to 4 ETFs.
We don’t have holdings for BSCZ. 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.
14
institutions report holding both, of 93 holding any
JHMB51.7% of its 13F dollars, 38.9% of its 36 holders
BSCZ42.9% of its 13F dollars, 19.7% of its 71 holders
Largest institutions holding both
| Firm | JHMB | BSCZ |
|---|---|---|
| HighTower Advisors, LLC | $44.5M | $994K |
| Raymond James Financial Inc. | $2.4M | $42.8M |
| LPL Financial LLC | $29.6M | $10.4M |
| Jones Financial Companies LLLP | $4.2M | $4.5M |
| Commonwealth Equity Services, LLC | $7.4M | $374K |
| Osaic Holdings, Inc. | $551K | $3.6M |
| Envestnet Asset Management Inc. | $441K | $3.0M |
| Morgan Stanley | $22K | $3.2M |
| Cetera Investment Advisers | $388K | $2.3M |
| Jane Street Group, LLC | $765K | $1.2M |
| Farther Finance Advisors, LLC | $5K | $867K |
| International Assets Investment Management, LLC | $22K | $271K |
| Steward Partners Investment Advisory, LLC | $75K | $5K |
| Private Trust Co NA | $15K | $22K |
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: JHMB institutional holders, BSCZ institutional holders.
Frequently asked questions
Do institutions hold both JHMB and BSCZ?
14 Form 13F filers report positions in both, out of 93 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%.