HYBI vs HUSV overlap
HYBI and HUSV 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: HYBI, SEC Form N-PORT, June 30, 2026; HUSV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | HYBI | HUSV |
|---|---|---|
| Envestnet Asset Management Inc. | $546K | $10.9M |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $3.8M |
| RFG Advisory, LLC | $2.2M | $1.8M |
| Citadel Advisors LLC | $280K | $1.0M |
| HighTower Advisors, LLC | $508K | $381K |
| IFP Advisors, Inc | $25K | $25K |
| Wells Fargo & Company | $25K | $67 |
| Steward Partners Investment Advisory, LLC | $16K | $2K |
| AE Wealth Management LLC | $394 | $7K |
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: HYBI institutional holders, HUSV institutional holders.
Frequently asked questions
How much do HYBI and HUSV overlap?
0.0% by weight, with 0 holdings in common, using holdings for HYBI as of June 30, 2026 and HUSV as of July 31, 2026.
Do institutions hold both HYBI and HUSV?
9 Form 13F filers report positions in both, out of 65 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%.