TFLR vs JPRE overlap
TFLR and JPRE 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: TFLR, SEC Form N-PORT, May 31, 2026; JPRE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TFLR | JPRE |
|---|---|---|
| Raymond James Financial Inc. | $34.1M | $11.5M |
| Cetera Investment Advisers | $15.2M | $2.9M |
| Commonwealth Equity Services, LLC | $10.8M | $632K |
| Goldman Sachs Group Inc. | $8.7M | $848K |
| LPL Financial LLC | $3.9M | $5.1M |
| Envestnet Asset Management Inc. | $7.4M | $1.2M |
| Osaic Holdings, Inc. | $6.8M | $617K |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $1.3M |
| Wells Fargo & Company | $37 | $3.7M |
| Citadel Advisors LLC | $2.0M | $1.1M |
| Farther Finance Advisors, LLC | $1.9M | $18K |
| MML Investors Services, LLC | $1.2M | $466K |
| Royal Bank of Canada | $805K | $0 |
| Spire Wealth Management | $575K | $31K |
| Morgan Stanley | $154K | $341K |
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: TFLR institutional holders, JPRE institutional holders.
Frequently asked questions
How much do TFLR and JPRE overlap?
0.0% by weight, with 0 holdings in common, using holdings for TFLR as of May 31, 2026 and JPRE as of May 31, 2026.
Do institutions hold both TFLR and JPRE?
23 Form 13F filers report positions in both, out of 154 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%.