UEVM vs IFV overlap
UEVM and IFV 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: UEVM, SEC Form N-PORT, June 30, 2026; IFV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UEVM | IFV |
|---|---|---|
| Morgan Stanley | $104 | $44.6M |
| Bank of America Corp. | $7.9M | $8.8M |
| Raymond James Financial Inc. | $1.1M | $14.0M |
| LPL Financial LLC | $1.3M | $6.3M |
| Jane Street Group, LLC | $1.2M | $704K |
| Osaic Holdings, Inc. | $395K | $1.0M |
| Commonwealth Equity Services, LLC | $478K | $697K |
| Aptus Capital Advisors, LLC | $11K | $53K |
| FMR LLC | $6K | $25K |
| Northwestern Mutual Wealth Management Co | $8K | $19K |
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: UEVM institutional holders, IFV institutional holders.
Frequently asked questions
How much do UEVM and IFV overlap?
0.0% by weight, with 0 holdings in common, using holdings for UEVM as of June 30, 2026 and IFV as of June 30, 2026.
Do institutions hold both UEVM and IFV?
10 Form 13F filers report positions in both, out of 69 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%.