UTEN vs JHCP overlap

UTEN and JHCP overlap 1.0% by weight, across 1 shared holdings.

UTENJHCP

Pick 2 to 4 ETFs.

1.0%

overlap by weight, across 1 shared holdings

UTEN99.8% of the fund is in shared holdings, of 1

JHCP1.0% of the fund is in shared holdings, of 819

Top shared holdings

Holding	UTEN	JHCP	Overlap
US Treasury N/BT	99.80%	0.96%	0.96%

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; JHCP, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 61 holding any

UTEN4.7% of its 13F dollars, 7.4% of its 54 holders

JHCP2.2% of its 13F dollars, 36.4% of its 11 holders

Largest institutions holding both

Firm	UTEN	JHCP
Goldman Sachs Group Inc.	$6.4M	$910K
Envestnet Asset Management Inc.	$1.8M	$1.4M
Cambridge Investment Research Advisors, Inc.	$502K	$1.4M
Citadel Advisors LLC	$604K	$794K

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, JHCP institutional holders.

Frequently asked questions

How much do UTEN and JHCP overlap?

1.0% by weight, with 1 holdings in common, using holdings for UTEN as of May 31, 2026 and JHCP as of June 30, 2026. The largest shared position is T.

Do institutions hold both UTEN and JHCP?

4 Form 13F filers report positions in both, out of 61 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%.