UCRD vs JHPI overlap
UCRD and JHPI overlap 0.4% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | UCRD | JHPI | Overlap |
|---|---|---|---|
| Verizon COMM Inc.VZ | 0.20% | 0.81% | 0.20% |
| Prudential FINPRU | 0.16% | 0.68% | 0.16% |
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: UCRD, SEC Form N-PORT, June 30, 2026; JHPI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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, JHPI institutional holders.
Frequently asked questions
How much do UCRD and JHPI overlap?
0.4% by weight, with 2 holdings in common, using holdings for UCRD as of June 30, 2026 and JHPI as of June 30, 2026. The largest shared position is VZ.
Do institutions hold both UCRD and JHPI?
0 Form 13F filers report positions in both, out of 57 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%.