UTWO vs SHYD overlap
UTWO and SHYD overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (UTWO: May 31, 2026, SHYD: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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; SHYD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UTWO | SHYD |
|---|---|---|
| Morgan Stanley | $75.5M | $22.6M |
| LPL Financial LLC | $33.2M | $10.3M |
| Wells Fargo & Company | $2.0M | $41.3M |
| Raymond James Financial Inc. | $12.7M | $5.4M |
| Envestnet Asset Management Inc. | $10.3M | $4.5M |
| MML Investors Services, LLC | $10.2M | $568K |
| Commonwealth Equity Services, LLC | $1.4M | $5.9M |
| UBS Group AG | $4.3M | $2.5M |
| Stifel Financial Corp. | $4.2M | $614K |
| NewEdge Advisors, LLC | $2.7M | $1.3M |
| Janney Montgomery Scott LLC | $3.0M | $229K |
| Cetera Investment Advisers | $467K | $2.8M |
| Osaic Holdings, Inc. | $97K | $3.1M |
| Truist Financial Corp. | $237K | $2.9M |
| Jones Financial Companies LLLP | $42K | $2.2M |
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, SHYD institutional holders.
Frequently asked questions
How much do UTWO and SHYD overlap?
0.0% by weight, with 0 holdings in common, using holdings for UTWO as of May 31, 2026 and SHYD as of July 31, 2026.
Do institutions hold both UTWO and SHYD?
30 Form 13F filers report positions in both, out of 202 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%.