USTB vs SPYI overlap
USTB and SPYI 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; SPYI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | USTB | SPYI |
|---|---|---|
| LPL Financial LLC | $80.7M | $279.1M |
| Merit Financial Group, LLC | $148.8M | $20.6M |
| Morgan Stanley | $149.9M | $734K |
| SHP Wealth Management | $90.4M | $1.9M |
| Bank of America Corp. | $88.1M | $1.2M |
| Royal Bank of Canada | $13.7M | $66.1M |
| Raymond James Financial Inc. | $35.4M | $39.1M |
| Private Advisor Group, LLC | $29.7M | $36.4M |
| UBS Group AG | $6.0M | $54.9M |
| MML Investors Services, LLC | $7.5M | $46.9M |
| Stifel Financial Corp. | $17.4M | $35.7M |
| Cetera Investment Advisers | $6.1M | $41.5M |
| Wells Fargo & Company | $45.6M | $907K |
| Envestnet Asset Management Inc. | $8.7M | $37.7M |
| Cambridge Investment Research Advisors, Inc. | $17.0M | $20.1M |
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: USTB institutional holders, SPYI institutional holders.
Frequently asked questions
How much do USTB and SPYI overlap?
0.0% by weight, with 0 holdings in common, using holdings for USTB as of June 30, 2026 and SPYI as of June 30, 2026.
Do institutions hold both USTB and SPYI?
72 Form 13F filers report positions in both, out of 525 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%.