JMHI vs BSMV overlap
19 institutions report holding both JMHI and BSMV.
JMHIBSMV
Pick 2 to 4 ETFs.
We don’t have holdings for BSMV. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
19
institutions report holding both, of 131 holding any
JMHI51.1% of its 13F dollars, 29.2% of its 65 holders
BSMV26.5% of its 13F dollars, 22.4% of its 85 holders
Largest institutions holding both
| Firm | JMHI | BSMV |
|---|---|---|
| Cetera Investment Advisers | $22.1M | $430K |
| LPL Financial LLC | $9.5M | $6.1M |
| UBS Group AG | $4.2M | $4.0M |
| Raymond James Financial Inc. | $2.3M | $4.2M |
| Jones Financial Companies LLLP | $5.5M | $636K |
| Northwestern Mutual Wealth Management Co | $2.8M | $2.3M |
| Envestnet Asset Management Inc. | $1.5M | $3.1M |
| Osaic Holdings, Inc. | $2.5M | $2.0M |
| Commonwealth Equity Services, LLC | $3.0M | $913K |
| Royal Bank of Canada | $2.7M | $471K |
| Integrated Wealth Concepts LLC | $1.6M | $1.5M |
| Kestra Advisory Services, LLC | $985K | $2.0M |
| Jane Street Group, LLC | $1.3M | $1.4M |
| Elequin Capital, LP | $1.4M | $948K |
| Wells Fargo & Company | $27 | $2.0M |
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: JMHI institutional holders, BSMV institutional holders.
Frequently asked questions
Do institutions hold both JMHI and BSMV?
19 Form 13F filers report positions in both, out of 131 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%.