UAPR vs IVVB overlap
12 institutions report holding both UAPR and IVVB.
UAPRIVVB
Pick 2 to 4 ETFs.
We don’t have holdings for UAPR, IVVB. 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.
12
institutions report holding both, of 105 holding any
UAPR11.8% of its 13F dollars, 13.8% of its 87 holders
IVVB15.4% of its 13F dollars, 40.0% of its 30 holders
Largest institutions holding both
| Firm | UAPR | IVVB |
|---|---|---|
| Ashton Thomas Private Wealth, LLC | $144K | $6.7M |
| Osaic Holdings, Inc. | $4.7M | $27K |
| Raymond James Financial Inc. | $1.5M | $3.0M |
| Susquehanna International Group, LLP | $1.4M | $2.7M |
| LPL Financial LLC | $974K | $1.1M |
| Cetera Investment Advisers | $1.1M | $615K |
| Citadel Advisors LLC | $415K | $215K |
| Morgan Stanley | $469K | $66K |
| AE Wealth Management LLC | $474K | $5K |
| Harbour Investments, Inc. | $61K | $229K |
| IFP Advisors, Inc | $91K | $12K |
| JPMorgan Chase & Co | $20K | $2K |
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, IVVB institutional holders.
Frequently asked questions
Do institutions hold both UAPR and IVVB?
12 Form 13F filers report positions in both, out of 105 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%.