TUA vs FTRB overlap
TUA and FTRB 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; FTRB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TUA | FTRB |
|---|---|---|
| Envestnet Asset Management Inc. | $1.8M | $21.9M |
| Osaic Holdings, Inc. | $260K | $20.6M |
| MML Investors Services, LLC | $333K | $13.0M |
| LPL Financial LLC | $8.8M | $281K |
| Integrated Wealth Concepts LLC | $5K | $5.9M |
| Commonwealth Equity Services, LLC | $369K | $4.6M |
| Citadel Advisors LLC | $2.9M | $1.1M |
| Goldman Sachs Group Inc. | $837K | $1.1M |
| Royal Bank of Canada | $1.6M | $27K |
| Steward Partners Investment Advisory, LLC | $3K | $91K |
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, FTRB institutional holders.
Frequently asked questions
How much do TUA and FTRB overlap?
0.0% by weight, with 0 holdings in common, using holdings for TUA as of June 30, 2026 and FTRB as of June 30, 2026.
Do institutions hold both TUA and FTRB?
10 Form 13F filers report positions in both, out of 130 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%.