USTB vs ITM overlap
USTB and ITM 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: USTB, SEC Form N-PORT, June 30, 2026; ITM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | USTB | ITM |
|---|---|---|
| Bank of America Corp. | $88.1M | $796.8M |
| LPL Financial LLC | $80.7M | $113.1M |
| Northwestern Mutual Wealth Management Co | $11.2M | $174.7M |
| Morgan Stanley | $149.9M | $26.3M |
| Merit Financial Group, LLC | $148.8M | $476K |
| Wells Fargo & Company | $45.6M | $40.5M |
| Ameriprise Financial Inc. | $2.0M | $73.5M |
| Envestnet Asset Management Inc. | $8.7M | $63.8M |
| Raymond James Financial Inc. | $35.4M | $7.0M |
| Stifel Financial Corp. | $17.4M | $17.7M |
| Wealth Enhancement Advisory Services, LLC | $10.9M | $19.6M |
| Private Advisor Group, LLC | $29.7M | $343K |
| Waverly Advisors, LLC | $24.0M | $1.9M |
| Janney Montgomery Scott LLC | $23.5M | $493K |
| JPMorgan Chase & Co | $5K | $23.5M |
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: USTB institutional holders, ITM institutional holders.
Frequently asked questions
How much do USTB and ITM overlap?
0.0% by weight, with 0 holdings in common, using holdings for USTB as of June 30, 2026 and ITM as of July 31, 2026.
Do institutions hold both USTB and ITM?
55 Form 13F filers report positions in both, out of 299 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%.