JMTG vs GBIL overlap
JMTG and GBIL 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: JMTG, SEC Form N-PORT, May 31, 2026; GBIL, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JMTG | GBIL |
|---|---|---|
| JPMorgan Chase & Co | $2.4B | $3.6M |
| Bank of America Corp. | $739.7M | $222.0M |
| Morgan Stanley | $222.0M | $490.0M |
| LPL Financial LLC | $237.3M | $170.1M |
| Envestnet Asset Management Inc. | $33.5M | $318.5M |
| Wells Fargo & Company | $32.4M | $203.1M |
| Goldman Sachs Group Inc. | $10.5M | $224.8M |
| Ameriprise Financial Inc. | $177.5M | $43.1M |
| Hamilton Capital, LLC | $194.9M | $1.3M |
| Royal Bank of Canada | $771K | $139.4M |
| Wealth Enhancement Advisory Services, LLC | $98.7M | $17.1M |
| UBS Group AG | $4.4M | $105.4M |
| Northwestern Mutual Wealth Management Co | $3.1M | $98.5M |
| Mariner, LLC | $862K | $76.4M |
| Stifel Financial Corp. | $12.4M | $42.5M |
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: JMTG institutional holders, GBIL institutional holders.
Frequently asked questions
How much do JMTG and GBIL overlap?
0.0% by weight, with 0 holdings in common, using holdings for JMTG as of May 31, 2026 and GBIL as of May 31, 2026.
Do institutions hold both JMTG and GBIL?
76 Form 13F filers report positions in both, out of 473 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%.