TBIL vs JPLD overlap
TBIL and JPLD 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: TBIL, SEC Form N-PORT, May 31, 2026; JPLD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TBIL | JPLD |
|---|---|---|
| JPMorgan Chase & Co | $17.8M | $2.3B |
| Morgan Stanley | $640.0M | $79.8M |
| LPL Financial LLC | $557.5M | $54.3M |
| Raymond James Financial Inc. | $176.7M | $12.3M |
| Stifel Financial Corp. | $177.1M | $966K |
| Wells Fargo & Company | $167.3M | $334K |
| FMR LLC | $338K | $125.3M |
| Captrust Financial Advisors | $1.2M | $81.9M |
| UBS Group AG | $33.3M | $47.4M |
| Private Advisor Group, LLC | $54.1M | $9.5M |
| HighTower Advisors, LLC | $44.7M | $11.0M |
| Commonwealth Equity Services, LLC | $47.4M | $6.0M |
| Envestnet Asset Management Inc. | $49.6M | $2.5M |
| Cambridge Investment Research Advisors, Inc. | $49.2M | $2.7M |
| Wealthquest Corp | $11.1M | $36.3M |
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: TBIL institutional holders, JPLD institutional holders.
Frequently asked questions
How much do TBIL and JPLD overlap?
0.0% by weight, with 0 holdings in common, using holdings for TBIL as of May 31, 2026 and JPLD as of May 31, 2026.
Do institutions hold both TBIL and JPLD?
66 Form 13F filers report positions in both, out of 412 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%.