JUCY vs BCHP overlap

JUCY and BCHP overlap 0.0% by weight, across 0 shared holdings.

JUCYBCHP

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

JUCY0.0% of the fund is in shared holdings, of 12

BCHP0.0% of the fund is in shared holdings, of 22

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: JUCY, SEC Form N-PORT, July 31, 2026; BCHP, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 65 holding any

JUCY6.8% of its 13F dollars, 9.1% of its 55 holders

BCHP45.3% of its 13F dollars, 33.3% of its 15 holders

Largest institutions holding both

Firm	JUCY	BCHP
Envestnet Asset Management Inc.	$17.4M	$139.0M
LPL Financial LLC	$2.5M	$635K
Osaic Holdings, Inc.	$1.0M	$5K
Wells Fargo & Company	$67K	$3K
Morgan Stanley	$14K	$7K

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: JUCY institutional holders, BCHP institutional holders.

Frequently asked questions

How much do JUCY and BCHP overlap?

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

Do institutions hold both JUCY and BCHP?

5 Form 13F filers report positions in both, out of 65 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%.