TMSL vs JMEE overlap
TMSL and JMEE overlap 24.6% by weight, across 130 shared holdings.
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Top shared holdings
| Holding | TMSL | JMEE | Overlap |
|---|---|---|---|
| MKS Inc.MKSI | 1.13% | 0.71% | 0.71% |
| Nvent ElectricNVT | 1.01% | 0.70% | 0.70% |
| Technipfmc PLCFTI | 0.80% | 0.57% | 0.57% |
| Macom TechnologyMTSI | 0.52% | 0.49% | 0.49% |
| Watts Water TE-aWTS | 0.66% | 0.47% | 0.47% |
| US Foods HoldingUSFD | 0.52% | 0.47% | 0.47% |
| Reliance Inc.RS | 0.78% | 0.45% | 0.45% |
| Carpenter TechCRS | 0.60% | 0.42% | 0.42% |
| EnersysENS | 0.44% | 0.40% | 0.40% |
| FabrinetFN | 0.54% | 0.40% | 0.40% |
| Burlington StoreBURL | 0.48% | 0.37% | 0.37% |
| TOLL BrothersTOL | 0.46% | 0.37% | 0.37% |
| Performance FoodPFGC | 0.46% | 0.36% | 0.36% |
| East West BncrpEWBC | 0.88% | 0.36% | 0.36% |
| Lattice SemicondLSCC | 0.75% | 0.36% | 0.36% |
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: TMSL, SEC Form N-PORT, June 30, 2026; JMEE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TMSL | JMEE |
|---|---|---|
| JPMorgan Chase & Co | $793K | $757.9M |
| LPL Financial LLC | $320.5M | $176.4M |
| Raymond James Financial Inc. | $398.5M | $35.6M |
| Ameriprise Financial Inc. | $118.9M | $3.1M |
| Cetera Investment Advisers | $53.7M | $54.8M |
| Jones Financial Companies LLLP | $60.4M | $47.8M |
| Osaic Holdings, Inc. | $38.8M | $36.2M |
| Wells Fargo & Company | $69.4M | $59K |
| UBS Group AG | $48.6M | $3.6M |
| Bank of New York Mellon Corp | $344K | $45.3M |
| Envestnet Asset Management Inc. | $29.3M | $11.2M |
| Private Advisor Group, LLC | $25.6M | $9.6M |
| Northwestern Mutual Wealth Management Co | $15.6M | $18.1M |
| Commonwealth Equity Services, LLC | $15.0M | $15.0M |
| Wealth Enhancement Advisory Services, LLC | $25.3M | $2.5M |
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: TMSL institutional holders, JMEE institutional holders.
Frequently asked questions
How much do TMSL and JMEE overlap?
24.6% by weight, with 130 holdings in common, using holdings for TMSL as of June 30, 2026 and JMEE as of June 30, 2026. The largest shared position is MKSI.
Do institutions hold both TMSL and JMEE?
61 Form 13F filers report positions in both, out of 301 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%.