JMST vs EMLC overlap
JMST and EMLC 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; EMLC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JMST | EMLC |
|---|---|---|
| UBS Group AG | $55.1M | $339.4M |
| Bank of America Corp. | $235.5M | $82.4M |
| LPL Financial LLC | $157.1M | $47.8M |
| Northwestern Mutual Wealth Management Co | $195.5M | $1.1M |
| Wells Fargo & Company | $80.4M | $49.4M |
| Valmark Advisers, Inc. | $875K | $127.9M |
| Envestnet Asset Management Inc. | $14.5M | $108.8M |
| FMR LLC | $70.4M | $40.3M |
| Bank of New York Mellon Corp | $79.7M | $19.7M |
| Morgan Stanley | $2.6M | $82.2M |
| Franklin Resources Inc. | $24.5M | $50.5M |
| Raymond James Financial Inc. | $49.0M | $22.1M |
| JPMorgan Chase & Co | $61.2M | $6.4M |
| Royal Bank of Canada | $36.2M | $29.2M |
| Integrated Wealth Concepts LLC | $42.0M | $1.2M |
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, EMLC institutional holders.
Frequently asked questions
How much do JMST and EMLC overlap?
0.0% by weight, with 0 holdings in common, using holdings for JMST as of May 31, 2026 and EMLC as of June 30, 2026.
Do institutions hold both JMST and EMLC?
124 Form 13F filers report positions in both, out of 808 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%.