SPTB vs HEZU overlap
SPTB and HEZU 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: SPTB, SEC Form N-PORT, June 30, 2026; HEZU, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPTB | HEZU |
|---|---|---|
| Envestnet Asset Management Inc. | $44.6M | $232K |
| LPL Financial LLC | $16.8M | $11.7M |
| Bank of America Corp. | $2.1M | $9.5M |
| Morgan Stanley | $2K | $11.4M |
| JPMorgan Chase & Co | $1.7M | $8.9M |
| Osaic Holdings, Inc. | $1.6M | $1.5M |
| Tower Research Capital LLC (TRC) | $1.7M | $150 |
| Wells Fargo & Company | $2K | $1.6M |
| NewEdge Advisors, LLC | $3K | $1.3M |
| Simplicity Wealth,LLC | $546K | $311K |
| Global Retirement Partners, LLC | $401K | $54K |
| FMR LLC | $21K | $143K |
| CoreCap Advisors, LLC | $18K | $4K |
| AE Wealth Management LLC | $5K | $4K |
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: SPTB institutional holders, HEZU institutional holders.
Frequently asked questions
How much do SPTB and HEZU overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPTB as of June 30, 2026 and HEZU as of May 31, 2026.
Do institutions hold both SPTB and HEZU?
14 Form 13F filers report positions in both, out of 127 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%.