TUA vs FIIG overlap
TUA and FIIG 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: TUA, SEC Form N-PORT, June 30, 2026; FIIG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TUA | FIIG |
|---|---|---|
| LPL Financial LLC | $8.8M | $100.6M |
| Morgan Stanley | $11K | $56.0M |
| AE Wealth Management LLC | $41.6M | $1.5M |
| Envestnet Asset Management Inc. | $1.8M | $39.5M |
| HighTower Advisors, LLC | $34.9M | $3.4M |
| Lloyd Advisory Services, LLC. | $13.9M | $2K |
| Commonwealth Equity Services, LLC | $369K | $9.8M |
| Csenge Advisory Group | $670K | $5.2M |
| Citadel Advisors LLC | $2.9M | $2.6M |
| MML Investors Services, LLC | $333K | $3.7M |
| Osaic Holdings, Inc. | $260K | $3.1M |
| Private Client Services, LLC | $2.7M | $288K |
| Royal Bank of Canada | $1.6M | $1.2M |
| Goldman Sachs Group Inc. | $837K | $1.9M |
| HRT Financial LP | $796K | $1.8M |
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: TUA institutional holders, FIIG institutional holders.
Frequently asked questions
How much do TUA and FIIG overlap?
0.0% by weight, with 0 holdings in common, using holdings for TUA as of June 30, 2026 and FIIG as of July 31, 2026.
Do institutions hold both TUA and FIIG?
22 Form 13F filers report positions in both, out of 206 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%.