JHSC vs EZM overlap
JHSC and EZM overlap 43.3% by weight, across 304 shared holdings.
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Top shared holdings
| Holding | JHSC | EZM | Overlap |
|---|---|---|---|
| AXIS CapitalAXS | 0.40% | 0.40% | 0.40% |
| VOYA Financial IVOYA | 0.42% | 0.37% | 0.37% |
| Taylor MorrisonTMHC | 0.36% | 0.40% | 0.36% |
| Jackson FI-aJXN | 0.36% | 0.51% | 0.36% |
| Digitalocean HOLDOCN | 0.42% | 0.35% | 0.35% |
| Alkermes PLCALKS | 0.36% | 0.35% | 0.35% |
| Ryder System Inc.R | 0.52% | 0.35% | 0.35% |
| LEAR Corp.LEA | 0.40% | 0.35% | 0.35% |
| Vornado RLTY TSTVNO | 0.34% | 0.39% | 0.34% |
| Lantheus HoldingLNTH | 0.37% | 0.34% | 0.34% |
| Affil ManagersAMG | 0.46% | 0.33% | 0.33% |
| TG TherapeuticsTGTX | 0.33% | 0.35% | 0.33% |
| Sonoco ProductsSON | 0.32% | 0.33% | 0.32% |
| Sensata TechnoloST | 0.41% | 0.32% | 0.32% |
| Matador ResourceMTDR | 0.30% | 0.40% | 0.30% |
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; EZM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JHSC | EZM |
|---|---|---|
| Bank of America Corp. | $101.1M | $35.2M |
| LPL Financial LLC | $26.8M | $33.8M |
| Morgan Stanley | $21.9M | $35.6M |
| UBS Group AG | $10.3M | $39.9M |
| Ameriprise Financial Inc. | $39.7M | $5.0M |
| Wells Fargo & Company | $21.3M | $8.7M |
| Pinnacle Financial Partners, Inc. | $20.4M | $6.4M |
| Cetera Investment Advisers | $9.9M | $4.5M |
| Commonwealth Equity Services, LLC | $10.7M | $3.7M |
| Raymond James Financial Inc. | $6.2M | $8.0M |
| Private Advisor Group, LLC | $589K | $13.4M |
| HighTower Advisors, LLC | $5.0M | $8.7M |
| Envestnet Asset Management Inc. | $6.0M | $6.4M |
| Cambridge Investment Research Advisors, Inc. | $538K | $11.9M |
| Royal Bank of Canada | $1.5M | $10.7M |
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, EZM institutional holders.
Frequently asked questions
How much do JHSC and EZM overlap?
43.3% by weight, with 304 holdings in common, using holdings for JHSC as of June 30, 2026 and EZM as of June 30, 2026. The largest shared position is AXS.
Do institutions hold both JHSC and EZM?
42 Form 13F filers report positions in both, out of 231 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%.