UITB vs PTLC overlap
UITB and PTLC 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; PTLC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UITB | PTLC |
|---|---|---|
| LPL Financial LLC | $100.0M | $337.6M |
| Morgan Stanley | $182.9M | $212.6M |
| Bank of America Corp. | $74.2M | $306.8M |
| Wells Fargo & Company | $64.2M | $127.8M |
| Raymond James Financial Inc. | $53.4M | $135.6M |
| Cetera Investment Advisers | $56.6M | $65.6M |
| Cambridge Investment Research Advisors, Inc. | $5.6M | $86.2M |
| UBS Group AG | $15.6M | $54.5M |
| Osaic Holdings, Inc. | $16.6M | $43.7M |
| MBL Wealth, LLC | $35.5M | $17.4M |
| Royal Bank of Canada | $6.9M | $35.9M |
| Envestnet Asset Management Inc. | $2.9M | $38.5M |
| Commonwealth Equity Services, LLC | $2.9M | $34.4M |
| Steward Partners Investment Advisory, LLC | $22.3M | $9.5M |
| Stifel Financial Corp. | $1.7M | $24.8M |
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: UITB institutional holders, PTLC institutional holders.
Frequently asked questions
How much do UITB and PTLC overlap?
0.0% by weight, with 0 holdings in common, using holdings for UITB as of June 30, 2026 and PTLC as of July 31, 2026.
Do institutions hold both UITB and PTLC?
60 Form 13F filers report positions in both, out of 331 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%.