UCON vs ACIO overlap
UCON and ACIO overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (UCON: May 31, 2026, ACIO: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: UCON, SEC Form N-PORT, May 31, 2026; ACIO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UCON | ACIO |
|---|---|---|
| Aptus Capital Advisors, LLC | $34.8M | $857.8M |
| Integrated Wealth Concepts LLC | $32.1M | $521.2M |
| LPL Financial LLC | $340.4M | $21.5M |
| Morgan Stanley | $231.8M | $63 |
| Wells Fargo & Company | $178.5M | $31.3M |
| Envestnet Asset Management Inc. | $65.3M | $79.2M |
| Raymond James Financial Inc. | $70.5M | $70.2M |
| Harbour Investments, Inc. | $104.4M | $177K |
| Royal Bank of Canada | $100.1M | $242K |
| First Heartland Consultants, Inc. | $14.4M | $53.4M |
| Osaic Holdings, Inc. | $50.9M | $3.8M |
| Advisory Services Network, LLC | $3.1M | $51.1M |
| Truist Financial Corp. | $52.1M | $216K |
| Cetera Investment Advisers | $43.7M | $248K |
| EdgeRock Capital LLC | $21.0M | $10.9M |
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: UCON institutional holders, ACIO institutional holders.
Frequently asked questions
How much do UCON and ACIO overlap?
0.0% by weight, with 0 holdings in common, using holdings for UCON as of May 31, 2026 and ACIO as of July 31, 2026.
Do institutions hold both UCON and ACIO?
56 Form 13F filers report positions in both, out of 359 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%.