UCOP vs SHRY overlap
1 institutions report holding both UCOP and SHRY.
UCOPSHRY
Pick 2 to 4 ETFs.
We don’t have holdings for UCOP. 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.
1
institutions report holding both, of 21 holding any
UCOP0.0% of its 13F dollars, 20.0% of its 5 holders
SHRY0.6% of its 13F dollars, 5.9% of its 17 holders
Largest institutions holding both
| Firm | UCOP | SHRY |
|---|---|---|
| UBS Group AG | $3K | $41K |
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: UCOP institutional holders, SHRY institutional holders.
Frequently asked questions
Do institutions hold both UCOP and SHRY?
1 Form 13F filers report positions in both, out of 21 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%.