HUSV vs FBOT overlap
HUSV and FBOT overlap 4.0% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (HUSV: July 31, 2026, FBOT: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | HUSV | FBOT | Overlap |
|---|---|---|---|
| PTC Inc.PTC | 1.97% | 1.42% | 1.42% |
| Microsoft Corp.MSFT | 2.78% | 1.00% | 1.00% |
| Teledyne TechTDY | 2.45% | 1.00% | 1.00% |
| Ametek Inc.AME | 0.63% | 1.49% | 0.63% |
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: HUSV, SEC Form N-PORT, July 31, 2026; FBOT, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | HUSV | FBOT |
|---|---|---|
| Envestnet Asset Management Inc. | $10.9M | $1.4M |
| Cetera Investment Advisers | $5.3M | $735K |
| LPL Financial LLC | $4.3M | $1.4M |
| Truist Financial Corp. | $875K | $1.4M |
| AE Wealth Management LLC | $7K | $1.7M |
| Osaic Holdings, Inc. | $181K | $849K |
| Farther Finance Advisors, LLC | $128K | $539K |
| Kovack Advisors, Inc. | $212K | $332K |
| Kingdom Financial Group LLC. | $4K | $463K |
| Royal Bank of Canada | $435K | $11K |
| Morgan Stanley | $246K | $179K |
| Steward Partners Investment Advisory, LLC | $2K | $9K |
| Harbour Investments, Inc. | $8K | $158 |
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: HUSV institutional holders, FBOT institutional holders.
Frequently asked questions
How much do HUSV and FBOT overlap?
4.0% by weight, with 4 holdings in common, using holdings for HUSV as of July 31, 2026 and FBOT as of May 31, 2026. The largest shared position is PTC.
Do institutions hold both HUSV and FBOT?
13 Form 13F filers report positions in both, out of 73 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%.