SUB vs SHV overlap
SUB and SHV 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: SUB, SEC Form N-PORT, May 31, 2026; SHV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SUB | SHV |
|---|---|---|
| BlackRock, Inc. | $3.2M | $2.0B |
| Bank of America Corp. | $1.2B | $353.0M |
| Morgan Stanley | $593.8M | $597.6M |
| Mercer Global Advisors Inc. | $1.1B | $3.4M |
| Wells Fargo & Company | $47.2M | $512.8M |
| LPL Financial LLC | $109.1M | $434.2M |
| UBS Group AG | $328.3M | $154.4M |
| Creative Planning | $314.6M | $13.7M |
| Wealthfront Advisers LLC | $5.1M | $235.4M |
| Raymond James Financial Inc. | $79.1M | $159.5M |
| Ameriprise Financial Inc. | $121.3M | $110.5M |
| JPMorgan Chase & Co | $60.4M | $152.4M |
| Royal Bank of Canada | $62.9M | $143.3M |
| Envestnet Asset Management Inc. | $91.2M | $112.5M |
| Northwestern Mutual Wealth Management Co | $165.2M | $18.8M |
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: SUB institutional holders, SHV institutional holders.
Frequently asked questions
How much do SUB and SHV overlap?
0.0% by weight, with 0 holdings in common, using holdings for SUB as of May 31, 2026 and SHV as of May 31, 2026.
Do institutions hold both SUB and SHV?
298 Form 13F filers report positions in both, out of 1,337 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%.