MFUS vs HTAB overlap
MFUS and HTAB 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: MFUS, SEC Form N-PORT, June 30, 2026; HTAB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | MFUS | HTAB |
|---|---|---|
| LPL Financial LLC | $1.6M | $17.8M |
| Raymond James Financial Inc. | $561K | $17.7M |
| Northwestern Mutual Wealth Management Co | $27K | $14.4M |
| Cetera Investment Advisers | $3.1M | $6.1M |
| Envestnet Asset Management Inc. | $651K | $6.2M |
| Osaic Holdings, Inc. | $176K | $3.1M |
| Commonwealth Equity Services, LLC | $646K | $364K |
| MML Investors Services, LLC | $653K | $246K |
| Integrated Wealth Concepts LLC | $541K | $23K |
| Harbour Investments, Inc. | $37K | $475K |
| Steward Partners Investment Advisory, LLC | $46K | $138K |
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: MFUS institutional holders, HTAB institutional holders.
Frequently asked questions
How much do MFUS and HTAB overlap?
0.0% by weight, with 0 holdings in common, using holdings for MFUS as of June 30, 2026 and HTAB as of July 31, 2026.
Do institutions hold both MFUS and HTAB?
11 Form 13F filers report positions in both, out of 72 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%.