ULST vs GMUB overlap
ULST and GMUB 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: ULST, SEC Form N-PORT, June 30, 2026; GMUB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ULST | GMUB |
|---|---|---|
| LPL Financial LLC | $56.0M | $3.3M |
| Stifel Financial Corp. | $486K | $18.6M |
| Envestnet Asset Management Inc. | $1.1M | $14.8M |
| JPMorgan Chase & Co | $53K | $9.0M |
| Goldman Sachs Group Inc. | $896K | $5.1M |
| Royal Bank of Canada | $2.4M | $510K |
| Integrated Wealth Concepts LLC | $20K | $2.6M |
| Equitable Holdings, Inc. | $1.6M | $866K |
| Citadel Advisors LLC | $1.6M | $651K |
| Osaic Holdings, Inc. | $2.0M | $54K |
| Sanctuary Advisors, LLC | $1.4M | $640K |
| Jane Street Group, LLC | $406K | $1.1M |
| Fifth Third Bancorp | $394K | $527K |
| AE Wealth Management LLC | $8K | $381K |
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: ULST institutional holders, GMUB institutional holders.
Frequently asked questions
How much do ULST and GMUB overlap?
0.0% by weight, with 0 holdings in common, using holdings for ULST as of June 30, 2026 and GMUB as of May 31, 2026.
Do institutions hold both ULST and GMUB?
14 Form 13F filers report positions in both, out of 164 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%.