JMBS vs FLOT overlap
JMBS and FLOT 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: JMBS, SEC Form N-PORT, July 31, 2026; FLOT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | JMBS | FLOT |
|---|---|---|
| Morgan Stanley | $1.4B | $336.5M |
| Bank of America Corp. | $444.9M | $436.2M |
| Ameriprise Financial Inc. | $99.3M | $376.2M |
| LPL Financial LLC | $83.1M | $279.1M |
| Wells Fargo & Company | $82.6M | $179.7M |
| Raymond James Financial Inc. | $153.4M | $94.1M |
| UBS Group AG | $116.9M | $118.2M |
| Royal Bank of Canada | $89.5M | $109.4M |
| Osaic Holdings, Inc. | $151.3M | $44.9M |
| Haverford Trust Co | $179.7M | $5.0M |
| Focus Partners Wealth | $127.2M | $31.0M |
| BlackRock, Inc. | $169K | $155.2M |
| Corient Private Wealth LP | $149.5M | $4.3M |
| Envestnet Asset Management Inc. | $108.9M | $41.9M |
| PNC Financial Services Group, Inc. | $9.5M | $106.0M |
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: JMBS institutional holders, FLOT institutional holders.
Frequently asked questions
How much do JMBS and FLOT overlap?
0.0% by weight, with 0 holdings in common, using holdings for JMBS as of July 31, 2026 and FLOT as of July 31, 2026.
Do institutions hold both JMBS and FLOT?
125 Form 13F filers report positions in both, out of 832 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%.