JMST vs BLV overlap
JMST and BLV 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: JMST, SEC Form N-PORT, May 31, 2026; BLV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JMST | BLV |
|---|---|---|
| Envestnet Asset Management Inc. | $14.5M | $955.8M |
| LPL Financial LLC | $157.1M | $208.9M |
| Bank of America Corp. | $235.5M | $70.0M |
| Northwestern Mutual Wealth Management Co | $195.5M | $28.7M |
| Bank of New York Mellon Corp | $79.7M | $108.7M |
| Wells Fargo & Company | $80.4M | $98.6M |
| Cambridge Investment Research Advisors, Inc. | $23.6M | $92.6M |
| Royal Bank of Canada | $36.2M | $78.7M |
| Cetera Investment Advisers | $22.8M | $71.7M |
| UBS Group AG | $55.1M | $33.8M |
| Osaic Holdings, Inc. | $36.6M | $50.5M |
| FMR LLC | $70.4M | $203K |
| Raymond James Financial Inc. | $49.0M | $19.5M |
| JPMorgan Chase & Co | $61.2M | $6.6M |
| Morgan Stanley | $2.6M | $42.0M |
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: JMST institutional holders, BLV institutional holders.
Frequently asked questions
How much do JMST and BLV overlap?
0.0% by weight, with 0 holdings in common, using holdings for JMST as of May 31, 2026 and BLV as of June 30, 2026.
Do institutions hold both JMST and BLV?
134 Form 13F filers report positions in both, out of 840 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%.