JMBS vs DFSD overlap
JMBS and DFSD 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: JMBS, SEC Form N-PORT, July 31, 2026; DFSD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JMBS | DFSD |
|---|---|---|
| Morgan Stanley | $1.4B | $263K |
| Bank of America Corp. | $444.9M | $40.5M |
| Focus Partners Wealth | $127.2M | $346.4M |
| Envestnet Asset Management Inc. | $108.9M | $128.1M |
| Osaic Holdings, Inc. | $151.3M | $19.5M |
| Raymond James Financial Inc. | $153.4M | $13.9M |
| Vise Technologies, Inc. | $235K | $166.7M |
| Corient Private Wealth LP | $149.5M | $5.1M |
| HighTower Advisors, LLC | $23.1M | $95.3M |
| UBS Group AG | $116.9M | $1.2M |
| Royal Bank of Canada | $89.5M | $16.4M |
| LPL Financial LLC | $83.1M | $21.7M |
| Wells Fargo & Company | $82.6M | $125K |
| Cambridge Investment Research Advisors, Inc. | $27.9M | $48.8M |
| Commonwealth Equity Services, LLC | $5.3M | $58.7M |
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: JMBS institutional holders, DFSD institutional holders.
Frequently asked questions
How much do JMBS and DFSD overlap?
0.0% by weight, with 0 holdings in common, using holdings for JMBS as of July 31, 2026 and DFSD as of July 31, 2026.
Do institutions hold both JMBS and DFSD?
77 Form 13F filers report positions in both, out of 643 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%.