JHPI vs FIGB overlap
JHPI and FIGB 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: JHPI, SEC Form N-PORT, June 30, 2026; FIGB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JHPI | FIGB |
|---|---|---|
| LPL Financial LLC | $25.5M | $408K |
| Osaic Holdings, Inc. | $6.0M | $15.3M |
| Bank of America Corp. | $7.2M | $12.6M |
| Commonwealth Equity Services, LLC | $10.6M | $3.2M |
| Jones Financial Companies LLLP | $4.1M | $2.2M |
| Envestnet Asset Management Inc. | $1.2M | $3.1M |
| Janney Montgomery Scott LLC | $3.6M | $377K |
| Cetera Investment Advisers | $1.3M | $2.7M |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $1.6M |
| Harbour Investments, Inc. | $41K | $848K |
| Farther Finance Advisors, LLC | $120K | $186K |
| Spire Wealth Management | $185K | $8K |
| Global Retirement Partners, LLC | $24K | $20K |
| Allworth Financial LP | $19K | $1 |
| Morgan Stanley | $7K | $2K |
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: JHPI institutional holders, FIGB institutional holders.
Frequently asked questions
How much do JHPI and FIGB overlap?
0.0% by weight, with 0 holdings in common, using holdings for JHPI as of June 30, 2026 and FIGB as of May 31, 2026.
Do institutions hold both JHPI and FIGB?
15 Form 13F filers report positions in both, out of 104 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%.