SUSL vs SPHB overlap
SUSL and SPHB overlap 13.8% by weight, across 35 shared holdings.
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Top shared holdings
| Holding | SUSL | SPHB | Overlap |
|---|---|---|---|
| ADV Micro DeviceAMD | 2.46% | 1.50% | 1.50% |
| Tesla Inc.TSLA | 3.60% | 1.20% | 1.20% |
| LAM ResearchLRCX | 1.17% | 1.45% | 1.17% |
| Intel Corp.INTC | 1.51% | 1.14% | 1.14% |
| Applied MaterialAMAT | 1.04% | 1.19% | 1.04% |
| Nvidia Corp.NVDA | 15.00% | 0.94% | 0.94% |
| Caterpillar Inc.CAT | 1.20% | 0.78% | 0.78% |
| Morgan StanleyMS | 0.72% | 0.78% | 0.72% |
| Analog DevicesADI | 0.59% | 0.76% | 0.59% |
| Seagate TechnoloSTX | 0.56% | 1.20% | 0.56% |
| Western DigitalWDC | 0.53% | 1.33% | 0.53% |
| Eaton Corp. PLCETN | 0.45% | 0.72% | 0.45% |
| Capital One FINACOF | 0.35% | 0.82% | 0.35% |
| Cadence DesignCDNS | 0.30% | 0.84% | 0.30% |
| Synopsys Inc.SNPS | 0.27% | 0.90% | 0.27% |
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: SUSL, SEC Form N-PORT, May 31, 2026; SPHB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SUSL | SPHB |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $2.5M | $73.3M |
| FMR LLC | $64.4M | $495K |
| JPMorgan Chase & Co | $55.7M | $5.4M |
| Royal Bank of Canada | $50.6M | $7.5M |
| LPL Financial LLC | $5.5M | $40.7M |
| Morgan Stanley | $392K | $42.2M |
| Bank of America Corp. | $8.6M | $30.9M |
| Wells Fargo & Company | $1.9M | $34.7M |
| Creative Planning | $26.4M | $2.4M |
| Wealth Enhancement Advisory Services, LLC | $26.6M | $246K |
| Allworth Financial LP | $25.7M | $176K |
| NewEdge Advisors, LLC | $321K | $22.4M |
| Citadel Advisors LLC | $1.6M | $15.9M |
| Raymond James Financial Inc. | $3.2M | $12.8M |
| Jones Financial Companies LLLP | $1.5M | $14.5M |
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: SUSL institutional holders, SPHB institutional holders.
Frequently asked questions
How much do SUSL and SPHB overlap?
13.8% by weight, with 35 holdings in common, using holdings for SUSL as of May 31, 2026 and SPHB as of May 31, 2026. The largest shared position is AMD.
Do institutions hold both SUSL and SPHB?
56 Form 13F filers report positions in both, out of 309 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%.