UTES vs PHO overlap
UTES and PHO 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: UTES, SEC Form N-PORT, July 31, 2026; PHO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UTES | PHO |
|---|---|---|
| Bank of America Corp. | $71.1M | $110.5M |
| LPL Financial LLC | $98.0M | $55.6M |
| Morgan Stanley | $479K | $90.1M |
| Osaic Holdings, Inc. | $45.3M | $11.5M |
| UBS Group AG | $27.5M | $20.9M |
| Royal Bank of Canada | $25.4M | $22.3M |
| Raymond James Financial Inc. | $22.9M | $24.0M |
| Stifel Financial Corp. | $26.4M | $5.3M |
| Cetera Investment Advisers | $15.5M | $13.8M |
| Cambridge Investment Research Advisors, Inc. | $26.7M | $2.1M |
| Wells Fargo & Company | $13.4M | $13.3M |
| Envestnet Asset Management Inc. | $23.2M | $2.9M |
| Commonwealth Equity Services, LLC | $15.1M | $10.8M |
| PNC Financial Services Group, Inc. | $42K | $19.9M |
| MML Investors Services, LLC | $10.9M | $1.7M |
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: UTES institutional holders, PHO institutional holders.
Frequently asked questions
How much do UTES and PHO overlap?
0.0% by weight, with 0 holdings in common, using holdings for UTES as of July 31, 2026 and PHO as of July 31, 2026.
Do institutions hold both UTES and PHO?
79 Form 13F filers report positions in both, out of 482 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%.