UBND vs ITM overlap
UBND and ITM 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: UBND, SEC Form N-PORT, June 30, 2026; ITM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UBND | ITM |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $58.0M | $174.7M |
| Merit Financial Group, LLC | $143.7M | $476K |
| LPL Financial LLC | $5.9M | $113.1M |
| Ameriprise Financial Inc. | $950K | $73.5M |
| Envestnet Asset Management Inc. | $4.9M | $63.8M |
| Wells Fargo & Company | $8.9M | $40.5M |
| Osaic Holdings, Inc. | $45.3M | $680K |
| Truist Financial Corp. | $40.0M | $3.2M |
| OneDigital Investment Advisors LLC | $4.4M | $28.2M |
| Goldman Sachs Group Inc. | $9.3M | $14.9M |
| JPMorgan Chase & Co | $204K | $23.5M |
| Raymond James Financial Inc. | $5.6M | $7.0M |
| Arax Advisory Partners | $11.7M | $797K |
| Fiduciary Financial Advisors | $8.2M | $14K |
| Cornerstone Wealth Management, LLC | $1.4M | $3.8M |
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: UBND institutional holders, ITM institutional holders.
Frequently asked questions
How much do UBND and ITM overlap?
0.0% by weight, with 0 holdings in common, using holdings for UBND as of June 30, 2026 and ITM as of July 31, 2026.
Do institutions hold both UBND and ITM?
25 Form 13F filers report positions in both, out of 233 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%.