USDU vs SPTB overlap
USDU and SPTB 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: USDU, SEC Form N-PORT, May 31, 2026; SPTB, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | USDU | SPTB |
|---|---|---|
| Envestnet Asset Management Inc. | $22.1M | $44.6M |
| LPL Financial LLC | $9.5M | $16.8M |
| Morgan Stanley | $20.1M | $2K |
| Cetera Investment Advisers | $4.1M | $1.6M |
| Osaic Holdings, Inc. | $2.5M | $1.6M |
| Citadel Advisors LLC | $550K | $3.2M |
| Bank of America Corp. | $988K | $2.1M |
| JPMorgan Chase & Co | $6K | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $700K | $802K |
| Global Retirement Partners, LLC | $144K | $401K |
| AE Wealth Management LLC | $20K | $5K |
| Wells Fargo & Company | $4K | $2K |
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: USDU institutional holders, SPTB institutional holders.
Frequently asked questions
How much do USDU and SPTB overlap?
0.0% by weight, with 0 holdings in common, using holdings for USDU as of May 31, 2026 and SPTB as of June 30, 2026.
Do institutions hold both USDU and SPTB?
12 Form 13F filers report positions in both, out of 109 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%.