SPMB vs JMTG overlap
SPMB and JMTG overlap 0.8% by weight, across 12 shared holdings.
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Top shared holdings
| Holding | SPMB | JMTG | Overlap |
|---|---|---|---|
| G2 Ma8346 | 0.23% | 0.26% | 0.23% |
| FR Sd8212 | 0.61% | 0.13% | 0.13% |
| Ginnie Mae II Pool | 0.08% | 0.15% | 0.08% |
| FN Ma4415 | 0.07% | 0.16% | 0.07% |
| FN Ma4466 | 0.07% | 0.09% | 0.07% |
| FN Ma4548 | 0.06% | 0.10% | 0.06% |
| FN Ma4096 | 0.05% | 0.50% | 0.05% |
| Freddie Mac Pool | 0.03% | 0.06% | 0.03% |
| Freddie Mac Pool | 0.02% | 0.17% | 0.02% |
| Fannie Mae Pool | 0.02% | 0.26% | 0.02% |
| Fannie Mae Pool | 0.01% | 0.04% | 0.01% |
| Fannie Mae Pool | 0.00% | 0.02% | 0.00% |
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: SPMB, SEC Form N-PORT, June 30, 2026; JMTG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPMB | JMTG |
|---|---|---|
| JPMorgan Chase & Co | $33.8M | $2.4B |
| Bank of America Corp. | $50.1M | $739.7M |
| LPL Financial LLC | $500.2M | $237.3M |
| Morgan Stanley | $42.5M | $222.0M |
| Ameriprise Financial Inc. | $79.8M | $177.5M |
| Stifel Financial Corp. | $131.5M | $12.4M |
| Acropolis Investment Management, LLC | $331K | $105.5M |
| Wealth Enhancement Advisory Services, LLC | $1.1M | $98.7M |
| Sanctuary Advisors, LLC | $24.3M | $30.2M |
| Goldman Sachs Group Inc. | $43.3M | $10.5M |
| Cambridge Investment Research Advisors, Inc. | $1.4M | $45.4M |
| Kestra Advisory Services, LLC | $2.1M | $41.8M |
| Assetmark, Inc. | $43.8M | $17K |
| Captrust Financial Advisors | $2.5M | $40.8M |
| Envestnet Asset Management Inc. | $6.6M | $33.5M |
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: SPMB institutional holders, JMTG institutional holders.
Frequently asked questions
How much do SPMB and JMTG overlap?
0.8% by weight, with 12 holdings in common, using holdings for SPMB as of June 30, 2026 and JMTG as of May 31, 2026. The largest shared position is G2 MA8346.
Do institutions hold both SPMB and JMTG?
67 Form 13F filers report positions in both, out of 356 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%.