JHMB vs BSMU overlap
JHMB and BSMU 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: JHMB, SEC Form N-PORT, June 30, 2026; BSMU, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JHMB | BSMU |
|---|---|---|
| HighTower Advisors, LLC | $44.5M | $6.0M |
| LPL Financial LLC | $29.6M | $10.2M |
| Commonwealth Equity Services, LLC | $7.4M | $1.6M |
| Kestra Advisory Services, LLC | $4.9M | $3.0M |
| Raymond James Financial Inc. | $2.4M | $5.3M |
| Jones Financial Companies LLLP | $4.2M | $3.2M |
| Morgan Stanley | $22K | $7.2M |
| NewEdge Advisors, LLC | $179K | $4.8M |
| Envestnet Asset Management Inc. | $441K | $2.5M |
| Osaic Holdings, Inc. | $551K | $2.0M |
| AE Wealth Management LLC | $9K | $1.6M |
| Jane Street Group, LLC | $765K | $310K |
| Cetera Investment Advisers | $388K | $368K |
| Farther Finance Advisors, LLC | $5K | $136K |
| Private Trust Co NA | $15K | $36K |
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, BSMU institutional holders.
Frequently asked questions
How much do JHMB and BSMU overlap?
0.0% by weight, with 0 holdings in common, using holdings for JHMB as of June 30, 2026 and BSMU as of May 31, 2026.
Do institutions hold both JHMB and BSMU?
15 Form 13F filers report positions in both, out of 127 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%.