USAI vs PBE overlap
USAI and PBE 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: USAI, SEC Form N-PORT, July 31, 2026; PBE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | USAI | PBE |
|---|---|---|
| LPL Financial LLC | $19.0M | $8.3M |
| Morgan Stanley | $591 | $13.3M |
| Cetera Investment Advisers | $9.2M | $2.3M |
| Wells Fargo & Company | $46 | $3.5M |
| Envestnet Asset Management Inc. | $1.1M | $2.0M |
| Osaic Holdings, Inc. | $2.2M | $864K |
| Citadel Advisors LLC | $2.0M | $448K |
| Kestra Advisory Services, LLC | $1.3M | $594K |
| Commonwealth Equity Services, LLC | $459K | $1.2M |
| Raymond James Financial Inc. | $596K | $905K |
| Jane Street Group, LLC | $609K | $422K |
| MML Investors Services, LLC | $679K | $227K |
| Goldman Sachs Group Inc. | $534K | $361K |
| Summit Financial, LLC | $381K | $249K |
| Steward Partners Investment Advisory, LLC | $239K | $105K |
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: USAI institutional holders, PBE institutional holders.
Frequently asked questions
How much do USAI and PBE overlap?
0.0% by weight, with 0 holdings in common, using holdings for USAI as of July 31, 2026 and PBE as of July 31, 2026.
Do institutions hold both USAI and PBE?
22 Form 13F filers report positions in both, out of 142 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%.