HTUS vs ESG overlap
HTUS and ESG overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: HTUS, SEC Form N-PORT, July 31, 2026; ESG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | HTUS | ESG |
|---|---|---|
| LPL Financial LLC | $13.9M | $9.7M |
| Susquehanna International Group, LLP | $2.1M | $4.0M |
| Envestnet Asset Management Inc. | $4.7M | $638K |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $2.1M |
| Osaic Holdings, Inc. | $335K | $608K |
| Integrated Wealth Concepts LLC | $95K | $212K |
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: HTUS institutional holders, ESG institutional holders.
Frequently asked questions
How much do HTUS and ESG overlap?
0.0% by weight, with 0 holdings in common, using holdings for HTUS as of July 31, 2026 and ESG as of July 31, 2026.
Do institutions hold both HTUS and ESG?
6 Form 13F filers report positions in both, out of 79 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%.