SPIP vs EUSB overlap
SPIP and EUSB 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: SPIP, SEC Form N-PORT, June 30, 2026; EUSB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPIP | EUSB |
|---|---|---|
| LPL Financial LLC | $21.8M | $23.7M |
| Envestnet Asset Management Inc. | $10.1M | $22.8M |
| Bank of America Corp. | $17.9M | $3.3M |
| Jones Financial Companies LLLP | $117K | $18.0M |
| Morgan Stanley | $10.8M | $7.0M |
| JPMorgan Chase & Co | $2.7M | $13.7M |
| Goldman Sachs Group Inc. | $6.9M | $7.0M |
| Allworth Financial LP | $103K | $11.8M |
| Wells Fargo & Company | $7.3M | $2.1M |
| Private Advisor Group, LLC | $8.3M | $874K |
| Cetera Investment Advisers | $4.3M | $3.2M |
| Cambridge Investment Research Advisors, Inc. | $3.6M | $1.6M |
| Raymond James Financial Inc. | $3.1M | $1.6M |
| Bank of New York Mellon Corp | $4.2M | $245K |
| Susquehanna International Group, LLP | $885K | $3.4M |
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: SPIP institutional holders, EUSB institutional holders.
Frequently asked questions
How much do SPIP and EUSB overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPIP as of June 30, 2026 and EUSB as of May 31, 2026.
Do institutions hold both SPIP and EUSB?
56 Form 13F filers report positions in both, out of 306 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%.