HTAX vs GTND overlap

HTAX and GTND overlap 0.0% by weight, across 0 shared holdings.

HTAXGTND

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

HTAX0.0% of the fund is in shared holdings, of 214

GTND0.0% of the fund is in shared holdings, of 4

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: HTAX, SEC Form N-PORT, June 30, 2026; GTND, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 14 holding any

HTAX0.3% of its 13F dollars, 18.2% of its 11 holders

GTND0.6% of its 13F dollars, 40.0% of its 5 holders

Largest institutions holding both

Firm	HTAX	GTND
Royal Bank of Canada	$130K	$335K
UBS Group AG	$6K	$76

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: HTAX institutional holders, GTND institutional holders.

Frequently asked questions

How much do HTAX and GTND overlap?

0.0% by weight, with 0 holdings in common, using holdings for HTAX as of June 30, 2026 and GTND as of June 30, 2026.

Do institutions hold both HTAX and GTND?

2 Form 13F filers report positions in both, out of 14 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%.