SUSB vs RLY overlap
SUSB and RLY 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: SUSB, SEC Form N-PORT, May 31, 2026; RLY, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SUSB | RLY |
|---|---|---|
| Envestnet Asset Management Inc. | $94.0M | $74.6M |
| LPL Financial LLC | $70.0M | $29.8M |
| Morgan Stanley | $25.9M | $43.7M |
| Raymond James Financial Inc. | $2.3M | $55.5M |
| Bank of America Corp. | $6.6M | $49.6M |
| Savant Capital, LLC | $14.9M | $40.8M |
| Thrivent Financial for Lutherans | $23.8M | $12.1M |
| JPMorgan Chase & Co | $22.1M | $7.1M |
| Capital Analysts, LLC | $343K | $24.2M |
| Wells Fargo & Company | $17.0M | $6.5M |
| Royal Bank of Canada | $18.3M | $4.4M |
| Bank of New York Mellon Corp | $16.6M | $5.6M |
| HighTower Advisors, LLC | $2.8M | $16.9M |
| Johnson Bixby & Associates, LLC | $597K | $18.3M |
| UBS Group AG | $12.2M | $4.7M |
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: SUSB institutional holders, RLY institutional holders.
Frequently asked questions
How much do SUSB and RLY overlap?
0.0% by weight, with 0 holdings in common, using holdings for SUSB as of May 31, 2026 and RLY as of June 30, 2026.
Do institutions hold both SUSB and RLY?
67 Form 13F filers report positions in both, out of 450 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%.