JMSI vs EVIM overlap
JMSI and EVIM overlap 0.6% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | JMSI | EVIM | Overlap |
|---|---|---|---|
| Black BELT ENE 5% 12/1/2034 | 0.76% | 0.62% | 0.62% |
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: JMSI, SEC Form N-PORT, May 31, 2026; EVIM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JMSI | EVIM |
|---|---|---|
| Envestnet Asset Management Inc. | $9.3M | $78.6M |
| Morgan Stanley | $187K | $30.0M |
| LPL Financial LLC | $2.5M | $20.7M |
| Raymond James Financial Inc. | $7.6M | $8.3M |
| Integrated Wealth Concepts LLC | $10.5M | $3.2M |
| Osaic Holdings, Inc. | $28K | $4.7M |
| Elequin Capital, LP | $1.4M | $3.1M |
| Commonwealth Equity Services, LLC | $491K | $2.3M |
| Jane Street Group, LLC | $407K | $1.8M |
| Mercer Global Advisors Inc. | $979K | $248K |
| Citadel Advisors LLC | $497K | $436K |
| IFP Advisors, Inc | $206K | $193K |
| Fifth Third Bancorp | $242K | $119K |
| Steward Partners Investment Advisory, LLC | $8K | $213K |
| Aptus Capital Advisors, LLC | $90K | $127K |
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: JMSI institutional holders, EVIM institutional holders.
Frequently asked questions
How much do JMSI and EVIM overlap?
0.6% by weight, with 1 holdings in common, using holdings for JMSI as of May 31, 2026 and EVIM as of June 30, 2026. The largest shared position is BLACK BELT ENE 5% 12/1/2034.
Do institutions hold both JMSI and EVIM?
16 Form 13F filers report positions in both, out of 93 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%.