JSML vs FRWD overlap

JSML and FRWD overlap 0.0% by weight, across 0 shared holdings.

JSMLFRWD

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

JSML0.0% of the fund is in shared holdings, of 121

FRWD0.0% of the fund is in shared holdings, of 25

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: JSML, SEC Form N-PORT, July 31, 2026; FRWD, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 93 holding any

JSML11.5% of its 13F dollars, 2.4% of its 85 holders

FRWD45.7% of its 13F dollars, 20.0% of its 10 holders

Largest institutions holding both

Firm	JSML	FRWD
LPL Financial LLC	$32.0M	$128.2M
Envestnet Asset Management Inc.	$734K	$783K

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: JSML institutional holders, FRWD institutional holders.

Frequently asked questions

How much do JSML and FRWD overlap?

0.0% by weight, with 0 holdings in common, using holdings for JSML as of July 31, 2026 and FRWD as of June 30, 2026.

Do institutions hold both JSML and FRWD?

2 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%.