TOTL vs JPLD overlap
TOTL and JPLD overlap 0.3% by weight, across 8 shared holdings.
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Top shared holdings
| Holding | TOTL | JPLD | Overlap |
|---|---|---|---|
| BDS LLC, Series 2026-FL17, Class A | 0.08% | 0.18% | 0.08% |
| GLS Auto Select Receivables Trust, Series 2024-4A, Class C | 0.09% | 0.07% | 0.07% |
| Hilton Grand Vacations Trust, Series 2025-3EXT, Class B | 0.06% | 0.05% | 0.05% |
| New Residential Mortgage Loan NRZT 2026 NQM1 A1 144ANRZT | 0.05% | 0.06% | 0.05% |
| MTN Commercial Mortgage Trust 2026-LPFXMTN | 0.03% | 0.04% | 0.03% |
| Citigroup Inc. | 0.03% | 0.19% | 0.03% |
| ENEL Finance Intl NV 4.125% 09/30/2028 144A | 0.01% | 0.07% | 0.01% |
| MF1 Ltd., Series 2021-FL7, Class AMF1 | 0.01% | 0.02% | 0.01% |
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: TOTL, SEC Form N-PORT, June 30, 2026; JPLD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TOTL | JPLD |
|---|---|---|
| JPMorgan Chase & Co | $8.4M | $2.3B |
| FMR LLC | $470.5M | $125.3M |
| Morgan Stanley | $272.0M | $79.8M |
| LPL Financial LLC | $172.0M | $54.3M |
| Envestnet Asset Management Inc. | $195.4M | $2.5M |
| UBS Group AG | $89.3M | $47.4M |
| Bank of America Corp. | $87.7M | $20.8M |
| Captrust Financial Advisors | $22.1M | $81.9M |
| Osaic Holdings, Inc. | $89.5M | $6.0M |
| Wells Fargo & Company | $71.4M | $334K |
| Royal Bank of Canada | $50.5M | $493K |
| Janney Montgomery Scott LLC | $37.5M | $1.2M |
| HighTower Advisors, LLC | $26.0M | $11.0M |
| Cambridge Investment Research Advisors, Inc. | $31.4M | $2.7M |
| Raymond James Financial Inc. | $18.1M | $12.3M |
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: TOTL institutional holders, JPLD institutional holders.
Frequently asked questions
How much do TOTL and JPLD overlap?
0.3% by weight, with 8 holdings in common, using holdings for TOTL as of June 30, 2026 and JPLD as of May 31, 2026. The largest shared position is BDS LLC, Series 2026-FL17, Class A.
Do institutions hold both TOTL and JPLD?
68 Form 13F filers report positions in both, out of 462 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%.