JSML vs HEZU overlap
JSML and HEZU overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (JSML: July 31, 2026, HEZU: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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; HEZU, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JSML | HEZU |
|---|---|---|
| LPL Financial LLC | $32.0M | $11.7M |
| UBS Group AG | $18.0M | $9.8M |
| Raymond James Financial Inc. | $22.2M | $727K |
| Royal Bank of Canada | $15.1M | $2.8M |
| Great Valley Advisor Group, Inc. | $13.8M | $831K |
| Morgan Stanley | $154K | $11.4M |
| JPMorgan Chase & Co | $13K | $8.9M |
| Farther Finance Advisors, LLC | $6.3M | $71K |
| Osaic Holdings, Inc. | $3.4M | $1.5M |
| NewEdge Advisors, LLC | $3.2M | $1.3M |
| Kestra Advisory Services, LLC | $2.3M | $406K |
| Susquehanna International Group, LLP | $416K | $1.8M |
| Wells Fargo & Company | $34K | $1.6M |
| Sanctuary Advisors, LLC | $391K | $1.0M |
| IFP Advisors, Inc | $1.4M | $9K |
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, HEZU institutional holders.
Frequently asked questions
How much do JSML and HEZU overlap?
0.0% by weight, with 0 holdings in common, using holdings for JSML as of July 31, 2026 and HEZU as of May 31, 2026.
Do institutions hold both JSML and HEZU?
22 Form 13F filers report positions in both, out of 160 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%.