UDIV vs PJFG overlap
UDIV and PJFG overlap 38.8% by weight, across 30 shared holdings.
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Top shared holdings
| Holding | UDIV | PJFG | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.01% | 11.01% | 7.01% |
| Apple Inc.AAPL | 6.40% | 8.07% | 6.40% |
| Microsoft Corp.MSFT | 4.37% | 5.37% | 4.37% |
| Amazon.COM Inc.AMZN | 3.62% | 8.32% | 3.62% |
| Alphabet Inc.-aGOOGL | 3.13% | 8.84% | 3.13% |
| Broadcom Inc.AVGO | 3.03% | 5.17% | 3.03% |
| META Platforms-aMETA | 1.85% | 3.94% | 1.85% |
| Tesla Inc.TSLA | 1.82% | 3.12% | 1.82% |
| ADV Micro DeviceAMD | 1.51% | 3.28% | 1.51% |
| ELI Lilly & CoLLY | 1.28% | 4.16% | 1.28% |
| KLA Corp.KLAC | 0.70% | 1.19% | 0.70% |
| Oracle Corp.ORCL | 0.44% | 1.29% | 0.44% |
| Amphenol Corp.-aAPH | 0.43% | 2.04% | 0.43% |
| Palantir Techn-aPLTR | 0.40% | 1.29% | 0.40% |
| Netflix Inc.NFLX | 0.38% | 1.89% | 0.38% |
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; PJFG, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | UDIV | PJFG |
|---|---|---|
| LPL Financial LLC | $26.5M | $634K |
| Susquehanna International Group, LLP | $2.3M | $891K |
| Osaic Holdings, Inc. | $557K | $25K |
| UBS Group AG | $5K | $197K |
| Morgan Stanley | $48K | $15K |
| Harbour Investments, Inc. | $10K | $1K |
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, PJFG institutional holders.
Frequently asked questions
How much do UDIV and PJFG overlap?
38.8% by weight, with 30 holdings in common, using holdings for UDIV as of June 30, 2026 and PJFG as of May 29, 2026. The largest shared position is NVDA.
Do institutions hold both UDIV and PJFG?
6 Form 13F filers report positions in both, out of 63 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%.