USFR vs TIP overlap
USFR and TIP overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (USFR: May 31, 2026, TIP: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: USFR, SEC Form N-PORT, May 31, 2026; TIP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | USFR | TIP |
|---|---|---|
| Bank of America Corp. | $728.1M | $2.7B |
| Morgan Stanley | $863.9M | $510.1M |
| LPL Financial LLC | $667.6M | $165.2M |
| NewEdge Wealth, LLC | $558.9M | $281K |
| FMR LLC | $416K | $481.1M |
| UBS Group AG | $270.1M | $166.4M |
| Raymond James Financial Inc. | $343.6M | $42.7M |
| Wells Fargo & Company | $200.4M | $155.5M |
| Ameriprise Financial Inc. | $218.7M | $135.7M |
| BlackRock, Inc. | $54K | $298.4M |
| Envestnet Asset Management Inc. | $58.3M | $222.1M |
| BIP Wealth, LLC | $278.0M | $249K |
| Royal Bank of Canada | $147.1M | $92.7M |
| Captrust Financial Advisors | $220.2M | $4.5M |
| Mather Group, LLC. | $2.0M | $195.1M |
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: USFR institutional holders, TIP institutional holders.
Frequently asked questions
How much do USFR and TIP overlap?
0.0% by weight, with 0 holdings in common, using holdings for USFR as of May 31, 2026 and TIP as of July 31, 2026.
Do institutions hold both USFR and TIP?
286 Form 13F filers report positions in both, out of 1,341 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%.