UFO vs ILDR overlap
UFO and ILDR overlap 2.9% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (UFO: July 31, 2026, ILDR: 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 | ILDR | Overlap |
|---|---|---|---|
| Intuitive MachinLUNR | 1.33% | 0.77% | 0.77% |
| Firefly AerospacFLY | 1.82% | 0.54% | 0.54% |
| MDA Space Ltd.MDA | 3.21% | 0.51% | 0.51% |
| AST SpacemobileASTS | 4.04% | 0.44% | 0.44% |
| York Space SysteYSS | 1.29% | 0.34% | 0.34% |
| Karman HoldingsKRMN | 0.40% | 0.24% | 0.24% |
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; ILDR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | UFO | ILDR |
|---|---|---|
| LPL Financial LLC | $8.2M | $80.2M |
| Cetera Investment Advisers | $3.8M | $18.7M |
| Jane Street Group, LLC | $18.8M | $1.0M |
| Stifel Financial Corp. | $11.6M | $2.8M |
| Cambridge Investment Research Advisors, Inc. | $7.9M | $3.9M |
| Osaic Holdings, Inc. | $2.7M | $6.5M |
| Envestnet Asset Management Inc. | $2.9M | $6.0M |
| Atria Investments, Inc | $221K | $7.7M |
| Harbour Investments, Inc. | $1.3M | $5.0M |
| Kestra Private Wealth Services, LLC | $905K | $4.5M |
| Wealth Watch Advisors, INC | $398K | $4.0M |
| Geneos Wealth Management Inc. | $65K | $3.7M |
| Maridea Wealth Management LLC | $203K | $2.9M |
| Farther Finance Advisors, LLC | $33K | $2.9M |
| Private Advisor Group, LLC | $1.6M | $1.4M |
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, ILDR institutional holders.
Frequently asked questions
How much do UFO and ILDR overlap?
2.9% by weight, with 6 holdings in common, using holdings for UFO as of July 31, 2026 and ILDR as of May 31, 2026. The largest shared position is LUNR.
Do institutions hold both UFO and ILDR?
32 Form 13F filers report positions in both, out of 223 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%.