MAMB vs HDUS overlap

MAMB and HDUS overlap 0.0% by weight, across 0 shared holdings.

MAMBHDUS

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

MAMB0.0% of the fund is in shared holdings, of 10

HDUS0.0% of the fund is in shared holdings, of 239

These funds report on different dates (MAMB: May 31, 2026, HDUS: July 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

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: MAMB, SEC Form N-PORT, May 31, 2026; HDUS, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 36 holding any

MAMB99.7% of its 13F dollars, 77.8% of its 9 holders

HDUS14.8% of its 13F dollars, 20.6% of its 34 holders

Largest institutions holding both

Firm	MAMB	HDUS
Kingsview Wealth Management, LLC	$180.9M	$248K
LPL Financial LLC	$1.9M	$25.6M
Citadel Advisors LLC	$372K	$977K
Osaic Holdings, Inc.	$162K	$140K
Morgan Stanley	$122K	$65K
UBS Group AG	$19K	$35K
FMR LLC	$271	$8K

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: MAMB institutional holders, HDUS institutional holders.

Frequently asked questions

How much do MAMB and HDUS overlap?

0.0% by weight, with 0 holdings in common, using holdings for MAMB as of May 31, 2026 and HDUS as of July 31, 2026.

Do institutions hold both MAMB and HDUS?

7 Form 13F filers report positions in both, out of 36 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%.