USTB vs TIPX overlap
USTB and TIPX 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; TIPX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | USTB | TIPX |
|---|---|---|
| UBS Group AG | $6.0M | $284.6M |
| Morgan Stanley | $149.9M | $6.9M |
| LPL Financial LLC | $80.7M | $56.6M |
| Bank of America Corp. | $88.1M | $4.2M |
| Wells Fargo & Company | $45.6M | $1.5M |
| Raymond James Financial Inc. | $35.4M | $2.1M |
| Private Advisor Group, LLC | $29.7M | $495K |
| Envestnet Asset Management Inc. | $8.7M | $19.3M |
| Capital Analysts, LLC | $26.2M | $73K |
| Cambridge Investment Research Advisors, Inc. | $17.0M | $4.7M |
| Stifel Financial Corp. | $17.4M | $2.0M |
| Royal Bank of Canada | $13.7M | $3.4M |
| Integrated Wealth Concepts LLC | $12.3M | $45K |
| Osaic Holdings, Inc. | $11.0M | $666K |
| Northwestern Mutual Wealth Management Co | $11.2M | $277K |
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, TIPX institutional holders.
Frequently asked questions
How much do USTB and TIPX overlap?
0.0% by weight, with 0 holdings in common, using holdings for USTB as of June 30, 2026 and TIPX as of June 30, 2026.
Do institutions hold both USTB and TIPX?
41 Form 13F filers report positions in both, out of 260 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%.