UDIV vs ABEQ overlap
UDIV and ABEQ overlap 2.6% by weight, across 10 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | UDIV | ABEQ | Overlap |
|---|---|---|---|
| Verizon CommunicVZ | 0.75% | 4.69% | 0.75% |
| Medtronic PLCMDT | 0.42% | 4.93% | 0.42% |
| EOG ResourcesEOG | 0.27% | 3.97% | 0.27% |
| Oneok Inc.OKE | 0.23% | 4.53% | 0.23% |
| Air Prods & CHEMAPD | 0.23% | 3.13% | 0.23% |
| Nextera EnergyNEE | 0.23% | 3.04% | 0.23% |
| Emerson ELEC CoEMR | 0.20% | 2.61% | 0.20% |
| Hubbell Inc.HUBB | 0.10% | 3.77% | 0.10% |
| Honeywell IntlHON | 0.09% | 1.68% | 0.09% |
| Honeywell AerospHONA | 0.09% | 1.66% | 0.09% |
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: UDIV, SEC Form N-PORT, June 30, 2026; ABEQ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UDIV | ABEQ |
|---|---|---|
| LPL Financial LLC | $26.5M | $11.2M |
| Envestnet Asset Management Inc. | $425K | $10.4M |
| Osaic Holdings, Inc. | $557K | $7.1M |
| Raymond James Financial Inc. | $6.0M | $1.6M |
| Goldman Sachs Group Inc. | $440K | $930K |
| Private Trust Co NA | $61K | $105K |
| Morgan Stanley | $48K | $65 |
| UBS Group AG | $5K | $27K |
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: UDIV institutional holders, ABEQ institutional holders.
Frequently asked questions
How much do UDIV and ABEQ overlap?
2.6% by weight, with 10 holdings in common, using holdings for UDIV as of June 30, 2026 and ABEQ as of June 30, 2026. The largest shared position is VZ.
Do institutions hold both UDIV and ABEQ?
8 Form 13F filers report positions in both, out of 61 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%.