UBND vs SPYI overlap
UBND and SPYI 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: UBND, SEC Form N-PORT, June 30, 2026; SPYI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UBND | SPYI |
|---|---|---|
| LPL Financial LLC | $5.9M | $279.1M |
| Retirement Planning Group, LLC | $177.4M | $300K |
| Merit Financial Group, LLC | $143.7M | $20.6M |
| Northwestern Mutual Wealth Management Co | $58.0M | $7.1M |
| Osaic Holdings, Inc. | $45.3M | $7.6M |
| Raymond James Financial Inc. | $5.6M | $39.1M |
| Truist Financial Corp. | $40.0M | $4.4M |
| Envestnet Asset Management Inc. | $4.9M | $37.7M |
| Corient Private Wealth LP | $32.3M | $2.0M |
| Arax Advisory Partners | $11.7M | $2.3M |
| Steward Partners Investment Advisory, LLC | $276K | $12.2M |
| Wells Fargo & Company | $8.9M | $907K |
| Ameritas Advisory Services, LLC | $8K | $8.6M |
| Fiduciary Financial Advisors | $8.2M | $86K |
| Citadel Advisors LLC | $939K | $6.6M |
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: UBND institutional holders, SPYI institutional holders.
Frequently asked questions
How much do UBND and SPYI overlap?
0.0% by weight, with 0 holdings in common, using holdings for UBND as of June 30, 2026 and SPYI as of June 30, 2026.
Do institutions hold both UBND and SPYI?
23 Form 13F filers report positions in both, out of 478 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%.