UDIV vs PGRO overlap
7 institutions report holding both UDIV and PGRO.
UDIVPGRO
Pick 2 to 4 ETFs.
We don’t have holdings for PGRO. 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.
7
institutions report holding both, of 60 holding any
UDIV42.6% of its 13F dollars, 15.9% of its 44 holders
PGRO50.8% of its 13F dollars, 30.4% of its 23 holders
Largest institutions holding both
| Firm | UDIV | PGRO |
|---|---|---|
| Franklin Resources Inc. | $888K | $29.6M |
| LPL Financial LLC | $26.5M | $3.6M |
| Cetera Investment Advisers | $3.6M | $25.4M |
| MML Investors Services, LLC | $17.2M | $229K |
| Envestnet Asset Management Inc. | $425K | $749K |
| Osaic Holdings, Inc. | $557K | $39K |
| Allworth Financial LP | $31K | $238K |
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, PGRO institutional holders.
Frequently asked questions
Do institutions hold both UDIV and PGRO?
7 Form 13F filers report positions in both, out of 60 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%.