HAUZ vs FDT overlap
HAUZ and FDT overlap 4.6% by weight, across 16 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | HAUZ | FDT | Overlap |
|---|---|---|---|
| Vicinity CentresVCX | 0.74% | 0.55% | 0.55% |
| Vonovia SEVNA | 1.88% | 0.49% | 0.49% |
| LEG Immobilien SLEG | 0.51% | 0.49% | 0.49% |
| BRIT Land Co PLCBLND | 0.57% | 0.47% | 0.47% |
| KlepierreLI | 0.94% | 0.44% | 0.44% |
| GPT GroupGPT | 0.69% | 0.43% | 0.43% |
| CovivioCOV | 0.37% | 0.31% | 0.31% |
| Open House Group3288 | 0.44% | 0.25% | 0.25% |
| Scentre GroupSCG | 1.48% | 0.23% | 0.23% |
| Tritax Big Box RBBOX | 0.47% | 0.23% | 0.23% |
| China RES Land1109 | 1.34% | 0.21% | 0.21% |
| Merlin PropertieMRL | 0.69% | 0.11% | 0.11% |
| Fastighets-B SHSBALDB | 0.42% | 0.10% | 0.10% |
| UOL Group Ltd.UOL | 0.38% | 0.10% | 0.10% |
| Mapletree PAN ASMPACT | 0.24% | 0.10% | 0.10% |
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: HAUZ, SEC Form N-PORT, May 29, 2026; FDT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | HAUZ | FDT |
|---|---|---|
| Morgan Stanley | $76K | $178.3M |
| LPL Financial LLC | $1.5M | $93.7M |
| Wells Fargo & Company | $15K | $66.6M |
| UBS Group AG | $9K | $46.2M |
| Envestnet Asset Management Inc. | $2.0M | $37.3M |
| Cetera Investment Advisers | $3.3M | $33.9M |
| Royal Bank of Canada | $24K | $21.8M |
| Osaic Holdings, Inc. | $1.7M | $16.1M |
| Assetmark, Inc. | $1K | $11.9M |
| Jones Financial Companies LLLP | $18K | $6.3M |
| Harbour Investments, Inc. | $746 | $3.7M |
| IFP Advisors, Inc | $6K | $3.0M |
| Jane Street Group, LLC | $595K | $2.0M |
| AE Wealth Management LLC | $9K | $2.4M |
| Orion Porfolio Solutions, LLC | $926K | $1.3M |
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: HAUZ institutional holders, FDT institutional holders.
Frequently asked questions
How much do HAUZ and FDT overlap?
4.6% by weight, with 16 holdings in common, using holdings for HAUZ as of May 29, 2026 and FDT as of June 30, 2026. The largest shared position is VCX.
Do institutions hold both HAUZ and FDT?
42 Form 13F filers report positions in both, out of 274 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%.