UAPR vs DMAX overlap
19 institutions report holding both UAPR and DMAX.
UAPRDMAX
Pick 2 to 4 ETFs.
We don’t have holdings for UAPR. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
19
institutions report holding both, of 114 holding any
UAPR20.2% of its 13F dollars, 21.8% of its 87 holders
DMAX18.7% of its 13F dollars, 41.3% of its 46 holders
Largest institutions holding both
| Firm | UAPR | DMAX |
|---|---|---|
| Raymond James Financial Inc. | $1.5M | $4.6M |
| Commonwealth Equity Services, LLC | $5.1M | $370K |
| Envestnet Asset Management Inc. | $2.7M | $2.5M |
| Ashton Thomas Private Wealth, LLC | $144K | $3.1M |
| Kestra Advisory Services, LLC | $1.3M | $1.5M |
| Strategic Blueprint, LLC | $1.8M | $469K |
| Susquehanna International Group, LLP | $1.4M | $729K |
| Cetera Investment Advisers | $1.1M | $995K |
| Advisory Services Network, LLC | $1.3M | $553K |
| Ausdal Financial Partners, Inc. | $651K | $537K |
| Encompass More Asset Management | $433K | $733K |
| Citadel Advisors LLC | $415K | $745K |
| Creative Planning | $251K | $750K |
| Kovack Advisors, Inc. | $549K | $256K |
| AE Wealth Management LLC | $474K | $6K |
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: UAPR institutional holders, DMAX institutional holders.
Frequently asked questions
Do institutions hold both UAPR and DMAX?
19 Form 13F filers report positions in both, out of 114 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%.