UAUG vs PHEQ overlap
6 institutions report holding both UAUG and PHEQ.
UAUGPHEQ
Pick 2 to 4 ETFs.
We don’t have holdings for UAUG. 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.
6
institutions report holding both, of 98 holding any
UAUG11.0% of its 13F dollars, 6.8% of its 88 holders
PHEQ11.7% of its 13F dollars, 37.5% of its 16 holders
Largest institutions holding both
| Firm | UAUG | PHEQ |
|---|---|---|
| LPL Financial LLC | $1.5M | $10.7M |
| Osaic Holdings, Inc. | $6.0M | $931K |
| Susquehanna International Group, LLP | $3.0M | $1.5M |
| Old Mission Capital LLC | $1.9M | $866K |
| Farther Finance Advisors, LLC | $457K | $40K |
| Aptus Capital Advisors, LLC | $76K | $11K |
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: UAUG institutional holders, PHEQ institutional holders.
Frequently asked questions
Do institutions hold both UAUG and PHEQ?
6 Form 13F filers report positions in both, out of 98 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%.