UTWO vs LTPZ overlap
UTWO and LTPZ 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; LTPZ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UTWO | LTPZ |
|---|---|---|
| Morgan Stanley | $75.5M | $24.1M |
| LPL Financial LLC | $33.2M | $4.7M |
| CENTRAL TRUST Co | $163K | $37.3M |
| Wells Fargo & Company | $2.0M | $22.3M |
| Envestnet Asset Management Inc. | $10.3M | $1.7M |
| MML Investors Services, LLC | $10.2M | $1.2M |
| UBS Group AG | $4.3M | $2.8M |
| Osaic Holdings, Inc. | $97K | $6.5M |
| Stifel Financial Corp. | $4.2M | $320K |
| Private Advisor Group, LLC | $699K | $420K |
| Cetera Investment Advisers | $467K | $437K |
| Jones Financial Companies LLLP | $42K | $211K |
| Integrated Wealth Concepts LLC | $60K | $138K |
| Fifth Third Bancorp | $69K | $5K |
| FMR LLC | $2K | $14K |
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, LTPZ institutional holders.
Frequently asked questions
How much do UTWO and LTPZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for UTWO as of May 31, 2026 and LTPZ as of June 30, 2026.
Do institutions hold both UTWO and LTPZ?
15 Form 13F filers report positions in both, out of 163 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%.