UTEN vs EMBX overlap
UTEN and EMBX 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: UTEN, SEC Form N-PORT, May 31, 2026; EMBX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UTEN | EMBX |
|---|---|---|
| Equitable Holdings, Inc. | $37.8M | $825K |
| Raymond James Financial Inc. | $13.1M | $11.1M |
| LPL Financial LLC | $8.3M | $12.7M |
| Morgan Stanley | $20.2M | $10K |
| Integrated Wealth Concepts LLC | $43K | $8.0M |
| Osaic Holdings, Inc. | $26K | $6.6M |
| NewEdge Advisors, LLC | $1.6M | $2.2M |
| Stifel Financial Corp. | $1.9M | $563K |
| Cambridge Investment Research Advisors, Inc. | $502K | $560K |
| Steward Partners Investment Advisory, LLC | $29K | $612K |
| Aptus Capital Advisors, LLC | $4K | $307K |
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: UTEN institutional holders, EMBX institutional holders.
Frequently asked questions
How much do UTEN and EMBX overlap?
0.0% by weight, with 0 holdings in common, using holdings for UTEN as of May 31, 2026 and EMBX as of June 30, 2026.
Do institutions hold both UTEN and EMBX?
11 Form 13F filers report positions in both, out of 98 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%.