JMST vs BSCR overlap
JMST and BSCR 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; BSCR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JMST | BSCR |
|---|---|---|
| Lido Advisors, LLC | $13.7M | $1.1B |
| Bank of America Corp. | $235.5M | $112.8M |
| LPL Financial LLC | $157.1M | $147.2M |
| Wells Fargo & Company | $80.4M | $139.0M |
| UBS Group AG | $55.1M | $150.8M |
| Morgan Stanley | $2.6M | $201.3M |
| Northwestern Mutual Wealth Management Co | $195.5M | $4.5M |
| Raymond James Financial Inc. | $49.0M | $122.3M |
| HB Wealth Management, LLC | $166.7M | $839K |
| Resonant Capital Advisors, LLC | $93.9M | $221K |
| Royal Bank of Canada | $36.2M | $51.4M |
| FMR LLC | $70.4M | $44K |
| Osaic Holdings, Inc. | $36.6M | $31.5M |
| MAI Capital Management | $1.8M | $61.8M |
| JPMorgan Chase & Co | $61.2M | $656K |
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, BSCR institutional holders.
Frequently asked questions
How much do JMST and BSCR overlap?
0.0% by weight, with 0 holdings in common, using holdings for JMST as of May 31, 2026 and BSCR as of May 31, 2026.
Do institutions hold both JMST and BSCR?
140 Form 13F filers report positions in both, out of 825 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%.