UFO vs SIO overlap
UFO and SIO overlap 0.2% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | UFO | SIO | Overlap |
|---|---|---|---|
| RTX Corp.RTX | 3.31% | 0.17% | 0.17% |
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; SIO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UFO | SIO |
|---|---|---|
| Raymond James Financial Inc. | $6.7M | $16.5M |
| Jane Street Group, LLC | $18.8M | $1.5M |
| Janney Montgomery Scott LLC | $339K | $11.5M |
| Envestnet Asset Management Inc. | $2.9M | $7.2M |
| UBS Group AG | $4.8M | $14K |
| Osaic Holdings, Inc. | $2.7M | $18K |
| MML Investors Services, LLC | $590K | $615K |
| JPMorgan Chase & Co | $580K | $18 |
| Jones Financial Companies LLLP | $20K | $28K |
| DHJJ Financial Advisors, Ltd. | $25K | $514 |
| Wells Fargo & Company | $23K | $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: UFO institutional holders, SIO institutional holders.
Frequently asked questions
How much do UFO and SIO overlap?
0.2% by weight, with 1 holdings in common, using holdings for UFO as of July 31, 2026 and SIO as of June 30, 2026. The largest shared position is RTX.
Do institutions hold both UFO and SIO?
11 Form 13F filers report positions in both, out of 169 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%.