UDIV vs PSQ overlap
UDIV and PSQ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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; PSQ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | UDIV | PSQ |
|---|---|---|
| LPL Financial LLC | $26.5M | $6.1M |
| Morgan Stanley | $48K | $24.4M |
| Goldman Sachs Group Inc. | $440K | $6.3M |
| Susquehanna International Group, LLP | $2.3M | $1.1M |
| Stratos Wealth Partners, LTD. | $266K | $2.2M |
| UBS Group AG | $5K | $1.9M |
| JPMorgan Chase & Co | $1.1M | $387K |
| Envestnet Asset Management Inc. | $425K | $521K |
| Osaic Holdings, Inc. | $557K | $150 |
| Integrated Wealth Concepts LLC | $315K | $4K |
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, PSQ institutional holders.
Frequently asked questions
How much do UDIV and PSQ overlap?
0.0% by weight, with 0 holdings in common, using holdings for UDIV as of June 30, 2026 and PSQ as of May 31, 2026.
Do institutions hold both UDIV and PSQ?
10 Form 13F filers report positions in both, out of 112 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%.