SPEU vs HTAB overlap
SPEU 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: SPEU, SEC Form N-PORT, June 30, 2026; HTAB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPEU | HTAB |
|---|---|---|
| Morgan Stanley | $46.6M | $59K |
| Osaic Holdings, Inc. | $41.7M | $3.1M |
| LPL Financial LLC | $17.4M | $17.8M |
| Bank of America Corp. | $16.4M | $18.1M |
| Raymond James Financial Inc. | $2.5M | $17.7M |
| Northwestern Mutual Wealth Management Co | $40K | $14.4M |
| Jones Financial Companies LLLP | $424K | $12.9M |
| Cetera Investment Advisers | $3.8M | $6.1M |
| Jane Street Group, LLC | $5.7M | $3.4M |
| Truist Financial Corp. | $229K | $6.0M |
| Royal Bank of Canada | $1.6M | $2.2M |
| Equitable Holdings, Inc. | $3.3M | $211K |
| Kestra Advisory Services, LLC | $228K | $1.9M |
| Commonwealth Equity Services, LLC | $477K | $364K |
| Harbour Investments, Inc. | $56K | $475K |
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: SPEU institutional holders, HTAB institutional holders.
Frequently asked questions
How much do SPEU and HTAB overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPEU as of June 30, 2026 and HTAB as of July 31, 2026.
Do institutions hold both SPEU and HTAB?
17 Form 13F filers report positions in both, out of 134 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%.