UCRD vs FTMH overlap
1 institutions report holding both UCRD and FTMH.
UCRDFTMH
Pick 2 to 4 ETFs.
We don’t have holdings for FTMH. 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 96 holding any
UCRD0.3% of its 13F dollars, 50.0% of its 2 holders
FTMH2.0% of its 13F dollars, 1.1% of its 95 holders
Largest institutions holding both
| Firm | UCRD | FTMH |
|---|---|---|
| Jane Street Group, LLC | $519K | $3.0M |
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: UCRD institutional holders, FTMH institutional holders.
Frequently asked questions
Do institutions hold both UCRD and FTMH?
1 Form 13F filers report positions in both, out of 96 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%.