UBND vs TIPX overlap
UBND and TIPX 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; TIPX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UBND | TIPX |
|---|---|---|
| LPL Financial LLC | $5.9M | $56.6M |
| Northwestern Mutual Wealth Management Co | $58.0M | $277K |
| Osaic Holdings, Inc. | $45.3M | $666K |
| Truist Financial Corp. | $40.0M | $1.1M |
| Envestnet Asset Management Inc. | $4.9M | $19.3M |
| Wells Fargo & Company | $8.9M | $1.5M |
| JPMorgan Chase & Co | $204K | $9.5M |
| Raymond James Financial Inc. | $5.6M | $2.1M |
| Assetmark, Inc. | $608 | $6.4M |
| Landmark Wealth Management, Inc. | $699K | $1.6M |
| Harbour Investments, Inc. | $28K | $901K |
| Fifth Third Bancorp | $78K | $481K |
| AE Wealth Management LLC | $3K | $324K |
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, TIPX institutional holders.
Frequently asked questions
How much do UBND and TIPX overlap?
0.0% by weight, with 0 holdings in common, using holdings for UBND as of June 30, 2026 and TIPX as of June 30, 2026.
Do institutions hold both UBND and TIPX?
13 Form 13F filers report positions in both, out of 192 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%.