UCON vs FV overlap
UCON and FV 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: UCON, SEC Form N-PORT, May 31, 2026; FV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UCON | FV |
|---|---|---|
| Morgan Stanley | $231.8M | $419.5M |
| LPL Financial LLC | $340.4M | $250.3M |
| Wells Fargo & Company | $178.5M | $184.3M |
| Raymond James Financial Inc. | $70.5M | $128.7M |
| Bank of America Corp. | $104.5M | $87.8M |
| Royal Bank of Canada | $100.1M | $56.3M |
| Commonwealth Equity Services, LLC | $20.7M | $132.5M |
| Harbour Investments, Inc. | $104.4M | $1.6M |
| Osaic Holdings, Inc. | $50.9M | $49.1M |
| Cambridge Investment Research Advisors, Inc. | $26.9M | $72.5M |
| Envestnet Asset Management Inc. | $65.3M | $27.5M |
| UBS Group AG | $14K | $91.1M |
| Cetera Investment Advisers | $43.7M | $30.6M |
| Stifel Financial Corp. | $41.3M | $31.6M |
| HighTower Advisors, LLC | $61.5M | $10.2M |
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, FV institutional holders.
Frequently asked questions
How much do UCON and FV overlap?
0.0% by weight, with 0 holdings in common, using holdings for UCON as of May 31, 2026 and FV as of June 30, 2026.
Do institutions hold both UCON and FV?
135 Form 13F filers report positions in both, out of 491 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%.