JHSC vs BBSC overlap

JHSC and BBSC overlap 49.5% by weight, across 335 shared holdings.

JHSCBBSC

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49.5%

overlap by weight, across 335 shared holdings

JHSC57.8% of the fund is in shared holdings, of 488

BBSC53.2% of the fund is in shared holdings, of 852

Top shared holdings

Holding	JHSC	BBSC	Overlap
Semtech Corp.SMTC	0.50%	0.43%	0.43%
Digitalocean HOLDOCN	0.42%	0.34%	0.34%
Krystal BiotechKRYS	0.55%	0.34%	0.34%
Viasat Inc.VSAT	0.45%	0.33%	0.33%
Stonex Group Inc.SNEX	0.33%	0.32%	0.32%
Formfactor Inc.FORM	0.47%	0.32%	0.32%
ESCO Tech Inc.ESE	0.36%	0.31%	0.31%
Jfrog Ltd.FROG	0.31%	0.32%	0.31%
SM Energy CoSM	0.35%	0.30%	0.30%
Brinker IntlEAT	0.30%	0.36%	0.30%
Argan Inc.AGX	0.42%	0.29%	0.29%
Ralliant Corp.RAL	0.32%	0.29%	0.29%
RIOT Platforms IRIOT	0.42%	0.28%	0.28%
Terex Corp.TEX	0.31%	0.28%	0.28%
Corcept TheraCORT	0.27%	0.44%	0.27%

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: JHSC, SEC Form N-PORT, June 30, 2026; BBSC, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 105 holding any

JHSC12.1% of its 13F dollars, 11.6% of its 86 holders

BBSC95.7% of its 13F dollars, 34.5% of its 29 holders

Largest institutions holding both

Firm	JHSC	BBSC
JPMorgan Chase & Co	$437K	$521.3M
LPL Financial LLC	$26.8M	$7.0M
Morgan Stanley	$21.9M	$827K
UBS Group AG	$10.3M	$37K
Northwestern Mutual Wealth Management Co	$6.5M	$112K
Osaic Holdings, Inc.	$922K	$1.4M
Susquehanna International Group, LLP	$1.1M	$301K
Steward Partners Investment Advisory, LLC	$5K	$82K
FMR LLC	$70K	$12K
Farther Finance Advisors, LLC	$17K	$4K

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: JHSC institutional holders, BBSC institutional holders.

Frequently asked questions

How much do JHSC and BBSC overlap?

49.5% by weight, with 335 holdings in common, using holdings for JHSC as of June 30, 2026 and BBSC as of July 31, 2026. The largest shared position is SMTC.

Do institutions hold both JHSC and BBSC?

10 Form 13F filers report positions in both, out of 105 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%.