UITB vs SUSA overlap
UITB and SUSA 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; SUSA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UITB | SUSA |
|---|---|---|
| Morgan Stanley | $182.9M | $182.1M |
| Bank of America Corp. | $74.2M | $222.3M |
| LPL Financial LLC | $100.0M | $43.3M |
| Wells Fargo & Company | $64.2M | $60.3M |
| Royal Bank of Canada | $6.9M | $103.3M |
| IMA Advisory Services, Inc. | $10.7M | $80.9M |
| Raymond James Financial Inc. | $53.4M | $27.6M |
| BlackRock, Inc. | $1.5M | $74.4M |
| Cetera Investment Advisers | $56.6M | $14.7M |
| UBS Group AG | $15.6M | $51.9M |
| JPMorgan Chase & Co | $8.5M | $58.4M |
| Betterment LLC | $487K | $41.8M |
| Envestnet Asset Management Inc. | $2.9M | $35.5M |
| Truist Financial Corp. | $10.4M | $20.3M |
| Greenup Street Wealth Management LLC | $26.7M | $697K |
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, SUSA institutional holders.
Frequently asked questions
How much do UITB and SUSA overlap?
0.0% by weight, with 0 holdings in common, using holdings for UITB as of June 30, 2026 and SUSA as of July 31, 2026.
Do institutions hold both UITB and SUSA?
69 Form 13F filers report positions in both, out of 609 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%.