JHMB vs CVSB overlap
JHMB and CVSB 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; CVSB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JHMB | CVSB |
|---|---|---|
| Morgan Stanley | $22K | $114.7M |
| LPL Financial LLC | $29.6M | $13.9M |
| Private Advisor Group, LLC | $16.6M | $3.8M |
| Commonwealth Equity Services, LLC | $7.4M | $3.3M |
| Kestra Advisory Services, LLC | $4.9M | $403K |
| Gladstone Institutional Advisory LLC | $3.4M | $219K |
| Osaic Holdings, Inc. | $551K | $1.3M |
| Goldman Sachs Group Inc. | $911K | $355K |
| Cetera Investment Advisers | $388K | $621K |
| Envestnet Asset Management Inc. | $441K | $351K |
| Global Retirement Partners, LLC | $15K | $364K |
| NewEdge Advisors, LLC | $179K | $104K |
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, CVSB institutional holders.
Frequently asked questions
How much do JHMB and CVSB overlap?
0.0% by weight, with 0 holdings in common, using holdings for JHMB as of June 30, 2026 and CVSB as of June 30, 2026.
Do institutions hold both JHMB and CVSB?
12 Form 13F filers report positions in both, out of 73 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%.