JPIN vs ISVL overlap
JPIN and ISVL 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: JPIN, SEC Form N-PORT, July 31, 2026; ISVL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JPIN | ISVL |
|---|---|---|
| Focus Partners Wealth | $9.1M | $201.6M |
| Wealth Enhancement Advisory Services, LLC | $20.6M | $265K |
| Captrust Financial Advisors | $12.2M | $555K |
| Osaic Holdings, Inc. | $7.4M | $4.0M |
| Bank of America Corp. | $4.5M | $5.1M |
| Raymond James Financial Inc. | $8.3M | $1.1M |
| Royal Bank of Canada | $6.7M | $983K |
| JPMorgan Chase & Co | $6.0M | $27K |
| Jane Street Group, LLC | $890K | $3.6M |
| NewEdge Advisors, LLC | $1.0M | $1.6M |
| Quantinno Capital Management LP | $1.2M | $1.4M |
| Mercer Global Advisors Inc. | $909K | $752K |
| Commonwealth Equity Services, LLC | $401K | $358K |
| Farther Finance Advisors, LLC | $673K | $13K |
| FMR LLC | $96K | $10K |
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: JPIN institutional holders, ISVL institutional holders.
Frequently asked questions
How much do JPIN and ISVL overlap?
0.0% by weight, with 0 holdings in common, using holdings for JPIN as of July 31, 2026 and ISVL as of June 30, 2026.
Do institutions hold both JPIN and ISVL?
16 Form 13F filers report positions in both, out of 121 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%.