TABD vs JMHI overlap

TABD and JMHI overlap 0.0% by weight, across 0 shared holdings.

TABDJMHI

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

TABD0.0% of the fund is in shared holdings, of 395

JMHI0.0% of the fund is in shared holdings, of 200

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: TABD, SEC Form N-PORT, June 30, 2026; JMHI, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 69 holding any

TABD67.6% of its 13F dollars, 42.9% of its 7 holders

JMHI5.5% of its 13F dollars, 4.6% of its 65 holders

Largest institutions holding both

Firm	TABD	JMHI
JPMorgan Chase & Co	$82.8M	$2.9M
Royal Bank of Canada	$25K	$2.7M
Jane Street Group, LLC	$992K	$1.3M

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: TABD institutional holders, JMHI institutional holders.

Frequently asked questions

How much do TABD and JMHI overlap?

0.0% by weight, with 0 holdings in common, using holdings for TABD as of June 30, 2026 and JMHI as of May 31, 2026.

Do institutions hold both TABD and JMHI?

3 Form 13F filers report positions in both, out of 69 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%.