TMB vs IFLN overlap

TMB and IFLN overlap 0.2% by weight, across 2 shared holdings.

TMBIFLN

Pick 2 to 4 ETFs.

0.2%

overlap by weight, across 2 shared holdings

TMB0.2% of the fund is in shared holdings, of 552

IFLN1.6% of the fund is in shared holdings, of 115

Top shared holdings

Holding	TMB	IFLN	Overlap
Centene Corp.	0.16%	1.23%	0.16%
Centene Corp.CNC	0.08%	0.41%	0.08%

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: TMB, SEC Form N-PORT, May 31, 2026; IFLN, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 132 holding any

TMB24.3% of its 13F dollars, 25.0% of its 32 holders

IFLN12.1% of its 13F dollars, 7.4% of its 108 holders

Largest institutions holding both

Firm	TMB	IFLN
Private Advisor Group, LLC	$28.3M	$197K
LPL Financial LLC	$11.7M	$11.9M
Morgan Stanley	$18K	$7.9M
Jane Street Group, LLC	$3.3M	$2.3M
HighTower Advisors, LLC	$3.6M	$811K
Jones Financial Companies LLLP	$25K	$458K
JPMorgan Chase & Co	$181K	$82K
IFP Advisors, Inc	$254	$26K

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: TMB institutional holders, IFLN institutional holders.

Frequently asked questions

How much do TMB and IFLN overlap?

0.2% by weight, with 2 holdings in common, using holdings for TMB as of May 31, 2026 and IFLN as of May 31, 2026. The largest shared position is CENTENE CORP.

Do institutions hold both TMB and IFLN?

8 Form 13F filers report positions in both, out of 132 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%.