TUSB vs MORT overlap
TUSB and MORT 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: TUSB, SEC Form N-PORT, June 30, 2026; MORT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TUSB | MORT |
|---|---|---|
| Envestnet Asset Management Inc. | $100.5M | $2.1M |
| LPL Financial LLC | $2.8M | $14.4M |
| Citadel Advisors LLC | $2.7M | $668K |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $962K |
| UBS Group AG | $1K | $2.3M |
| Osaic Holdings, Inc. | $298K | $623K |
| Thrivent Financial for Lutherans | $652K | $141K |
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: TUSB institutional holders, MORT institutional holders.
Frequently asked questions
How much do TUSB and MORT overlap?
0.0% by weight, with 0 holdings in common, using holdings for TUSB as of June 30, 2026 and MORT as of June 30, 2026.
Do institutions hold both TUSB and MORT?
7 Form 13F filers report positions in both, out of 95 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%.