UFOX vs PMMF overlap
20 institutions report holding both UFOX and PMMF.
UFOXPMMF
Pick 2 to 4 ETFs.
We don’t have holdings for PMMF. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
20
institutions report holding both, of 218 holding any
UFOX19.3% of its 13F dollars, 10.1% of its 198 holders
PMMF84.1% of its 13F dollars, 50.0% of its 40 holders
Largest institutions holding both
| Firm | UFOX | PMMF |
|---|---|---|
| BlackRock, Inc. | $120K | $100.3M |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $41.2M |
| Cetera Investment Advisers | $13.8M | $281K |
| Royal Bank of Canada | $2.2M | $8.7M |
| TD Waterhouse Canada Inc. | $217K | $10.0M |
| Kestra Advisory Services, LLC | $8.6M | $313K |
| Tower Research Capital LLC (TRC) | $394K | $5.7M |
| Stifel Financial Corp. | $5.4M | $568K |
| Osaic Holdings, Inc. | $3.1M | $0 |
| Independent Financial Group, LLC | $358K | $1.9M |
| Sanctuary Advisors, LLC | $274K | $1.6M |
| NewEdge Advisors, LLC | $422K | $904K |
| National Bank of Canada | $249K | $1.0M |
| Scotia Capital Inc. | $622K | $576K |
| Bank of Montreal | $75K | $1.0M |
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: UFOX institutional holders, PMMF institutional holders.
Frequently asked questions
Do institutions hold both UFOX and PMMF?
20 Form 13F filers report positions in both, out of 218 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%.