UFO vs EIS overlap
UFO and EIS overlap 0.3% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (UFO: July 31, 2026, EIS: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | UFO | EIS | Overlap |
|---|---|---|---|
| Gilat Satellite Networks Ltd.GILT | 0.59% | 0.29% | 0.29% |
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: UFO, SEC Form N-PORT, July 31, 2026; EIS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | UFO | EIS |
|---|---|---|
| Jane Street Group, LLC | $18.8M | $13.5M |
| Morgan Stanley | $6.6M | $20.3M |
| D. E. Shaw & Co., Inc. | $15.2M | $2.0M |
| Susquehanna International Group, LLP | $12.4M | $1.6M |
| Stifel Financial Corp. | $11.6M | $890K |
| LPL Financial LLC | $8.2M | $4.2M |
| UBS Group AG | $4.8M | $7.1M |
| Bank of America Corp. | $4.0M | $6.4M |
| Raymond James Financial Inc. | $6.7M | $3.4M |
| Wells Fargo & Company | $23K | $9.0M |
| Cambridge Investment Research Advisors, Inc. | $7.9M | $802K |
| Old Mission Capital LLC | $6.0M | $2.6M |
| Qube Research & Technologies Ltd | $5.6M | $2.2M |
| Royal Bank of Canada | $935K | $5.7M |
| HighTower Advisors, LLC | $1.4M | $4.4M |
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: UFO institutional holders, EIS institutional holders.
Frequently asked questions
How much do UFO and EIS overlap?
0.3% by weight, with 1 holdings in common, using holdings for UFO as of July 31, 2026 and EIS as of May 31, 2026. The largest shared position is GILT.
Do institutions hold both UFO and EIS?
51 Form 13F filers report positions in both, out of 289 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%.