TBLL vs LMUB overlap
TBLL and LMUB 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: TBLL, SEC Form N-PORT, May 31, 2026; LMUB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TBLL | LMUB |
|---|---|---|
| Envestnet Asset Management Inc. | $23.0M | $660.1M |
| LPL Financial LLC | $73.9M | $340.0M |
| Morgan Stanley | $61.5M | $83.5M |
| JPMorgan Chase & Co | $1.2M | $143.2M |
| Osaic Holdings, Inc. | $106.3M | $2.7M |
| MML Investors Services, LLC | $11.1M | $77.7M |
| Cetera Investment Advisers | $11.9M | $61.4M |
| Wells Fargo & Company | $48.5M | $15K |
| Commonwealth Equity Services, LLC | $20.2M | $2.7M |
| Vise Technologies, Inc. | $1.3M | $18.2M |
| IFG Advisory, LLC | $17.5M | $58K |
| HighTower Advisors, LLC | $10.9M | $3.5M |
| Goldman Sachs Group Inc. | $12.0M | $359K |
| Stifel Financial Corp. | $1.2M | $10.4M |
| Kestra Advisory Services, LLC | $219K | $8.5M |
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: TBLL institutional holders, LMUB institutional holders.
Frequently asked questions
How much do TBLL and LMUB overlap?
0.0% by weight, with 0 holdings in common, using holdings for TBLL as of May 31, 2026 and LMUB as of May 31, 2026.
Do institutions hold both TBLL and LMUB?
41 Form 13F filers report positions in both, out of 279 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%.