UITB vs BSVO overlap
UITB and BSVO 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: UITB, SEC Form N-PORT, June 30, 2026; BSVO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UITB | BSVO |
|---|---|---|
| Morgan Stanley | $182.9M | $247K |
| LPL Financial LLC | $100.0M | $4.4M |
| Cetera Investment Advisers | $56.6M | $421K |
| Raymond James Financial Inc. | $53.4M | $406K |
| Envestnet Asset Management Inc. | $2.9M | $33.6M |
| Allworth Financial LP | $23.9M | $6.5M |
| AQR Capital Management LLC | $333K | $28.9M |
| Oath Planning, LLC | $15.8M | $3.1M |
| Osaic Holdings, Inc. | $16.6M | $1.3M |
| Sanctuary Advisors, LLC | $15.4M | $411K |
| JPMorgan Chase & Co | $8.5M | $5.7M |
| Cambridge Investment Research Advisors, Inc. | $5.6M | $1.4M |
| Royal Bank of Canada | $6.9M | $3K |
| Farther Finance Advisors, LLC | $94K | $5.3M |
| Northwestern Mutual Wealth Management Co | $2.7M | $230K |
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: UITB institutional holders, BSVO institutional holders.
Frequently asked questions
How much do UITB and BSVO overlap?
0.0% by weight, with 0 holdings in common, using holdings for UITB as of June 30, 2026 and BSVO as of June 30, 2026.
Do institutions hold both UITB and BSVO?
25 Form 13F filers report positions in both, out of 259 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%.