ULST vs GTIP overlap
ULST and GTIP 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; GTIP, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ULST | GTIP |
|---|---|---|
| LPL Financial LLC | $56.0M | $42.2M |
| Envestnet Asset Management Inc. | $1.1M | $56.9M |
| Morgan Stanley | $31.0M | $8.8M |
| Raymond James Financial Inc. | $11.0M | $14.1M |
| Bank of America Corp. | $11.0M | $1.3M |
| Wells Fargo & Company | $15 | $10.3M |
| Cetera Investment Advisers | $298K | $8.5M |
| Royal Bank of Canada | $2.4M | $131K |
| Osaic Holdings, Inc. | $2.0M | $217K |
| Flow Traders U.S. LLC | $369K | $1.4M |
| Sanctuary Advisors, LLC | $1.4M | $282K |
| NewEdge Advisors, LLC | $399K | $856K |
| O'SHAughnessy Asset Management, LLC | $998K | $3K |
| Bank of New York Mellon Corp | $202K | $654K |
| Catalyst Private Wealth, LLC | $404K | $293K |
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, GTIP institutional holders.
Frequently asked questions
How much do ULST and GTIP overlap?
0.0% by weight, with 0 holdings in common, using holdings for ULST as of June 30, 2026 and GTIP as of May 31, 2026.
Do institutions hold both ULST and GTIP?
21 Form 13F filers report positions in both, out of 153 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%.