SPTL vs SHV overlap
SPTL and SHV 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: SPTL, SEC Form N-PORT, June 30, 2026; SHV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPTL | SHV |
|---|---|---|
| BlackRock, Inc. | $125K | $2.0B |
| Financial Engines Advisors L.L.C. | $1.5B | $17.2M |
| UBS Group AG | $618.1M | $154.4M |
| LPL Financial LLC | $286.4M | $434.2M |
| Morgan Stanley | $53.3M | $597.6M |
| Bank of America Corp. | $261.3M | $353.0M |
| Wells Fargo & Company | $53.9M | $512.8M |
| FMR LLC | $459.2M | $178K |
| Envestnet Asset Management Inc. | $311.5M | $112.5M |
| JPMorgan Chase & Co | $123.9M | $152.4M |
| Goldman Sachs Group Inc. | $192.2M | $50.0M |
| Assetmark, Inc. | $160.4M | $81.3M |
| Raymond James Financial Inc. | $27.1M | $159.5M |
| Royal Bank of Canada | $37.9M | $143.3M |
| Cetera Investment Advisers | $101.8M | $58.4M |
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: SPTL institutional holders, SHV institutional holders.
Frequently asked questions
How much do SPTL and SHV overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPTL as of June 30, 2026 and SHV as of May 31, 2026.
Do institutions hold both SPTL and SHV?
209 Form 13F filers report positions in both, out of 992 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%.