UTWO vs CDX overlap
UTWO and CDX 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: UTWO, SEC Form N-PORT, May 31, 2026; CDX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UTWO | CDX |
|---|---|---|
| Morgan Stanley | $75.5M | $29 |
| Envestnet Asset Management Inc. | $10.3M | $35.0M |
| LPL Financial LLC | $33.2M | $7.8M |
| MML Investors Services, LLC | $10.2M | $934K |
| Janney Montgomery Scott LLC | $3.0M | $2.8M |
| Luminist Capital LLC | $5.6M | $99K |
| Osaic Holdings, Inc. | $97K | $5.3M |
| Commonwealth Equity Services, LLC | $1.4M | $3.6M |
| NewEdge Advisors, LLC | $2.7M | $593K |
| EP Wealth Advisors, LLC | $2.6M | $155K |
| Wells Fargo & Company | $2.0M | $12K |
| Cetera Investment Advisers | $467K | $310K |
| Arax Advisory Partners | $235K | $16K |
| CENTRAL TRUST Co | $163K | $4K |
| Integrated Wealth Concepts LLC | $60K | $380 |
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: UTWO institutional holders, CDX institutional holders.
Frequently asked questions
How much do UTWO and CDX overlap?
0.0% by weight, with 0 holdings in common, using holdings for UTWO as of May 31, 2026 and CDX as of June 30, 2026.
Do institutions hold both UTWO and CDX?
16 Form 13F filers report positions in both, out of 156 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%.