JMHI vs CLOX overlap
JMHI and CLOX 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: JMHI, SEC Form N-PORT, May 31, 2026; CLOX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JMHI | CLOX |
|---|---|---|
| LPL Financial LLC | $9.5M | $28.9M |
| UBS Group AG | $4.2M | $12K |
| Commonwealth Equity Services, LLC | $3.0M | $500K |
| Royal Bank of Canada | $2.7M | $256K |
| Osaic Holdings, Inc. | $2.5M | $31K |
| Farther Finance Advisors, LLC | $354K | $2.0M |
| NewEdge Advisors, LLC | $1.7M | $636K |
| Citadel Advisors LLC | $388K | $1.3M |
| IHT Wealth Management, LLC | $673K | $807K |
| Equitable Holdings, Inc. | $694K | $528K |
| Janney Montgomery Scott LLC | $789K | $232K |
| Steward Partners Investment Advisory, LLC | $12K | $404K |
| Fifth Third Bancorp | $9K | $38K |
| Rossby Financial, LCC | $14K | $3K |
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, CLOX institutional holders.
Frequently asked questions
How much do JMHI and CLOX overlap?
0.0% by weight, with 0 holdings in common, using holdings for JMHI as of May 31, 2026 and CLOX as of May 31, 2026.
Do institutions hold both JMHI and CLOX?
14 Form 13F filers report positions in both, out of 109 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%.