UFOX vs UAE overlap
UFOX and UAE 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: UFOX, SEC Form N-PORT, June 30, 2026; UAE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | UFOX | UAE |
|---|---|---|
| BlackRock, Inc. | $120K | $66.5M |
| FMR LLC | $774K | $31.2M |
| LPL Financial LLC | $27.4M | $414K |
| HighTower Advisors, LLC | $4.9M | $16.7M |
| Morgan Stanley | $1.6M | $12.1M |
| UBS Group AG | $10.2M | $2.3M |
| Royal Bank of Canada | $2.2M | $5.7M |
| JPMorgan Chase & Co | $377K | $3.3M |
| Osaic Holdings, Inc. | $3.1M | $77K |
| Citadel Advisors LLC | $1.5M | $1.6M |
| Federation des caisses Desjardins du Quebec | $774K | $2.2M |
| Susquehanna International Group, LLP | $1.7M | $1.1M |
| Fifth Third Bancorp | $119K | $2.5M |
| Envestnet Asset Management Inc. | $1.2M | $1.4M |
| Harbour Investments, Inc. | $1.6M | $2K |
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, UAE institutional holders.
Frequently asked questions
How much do UFOX and UAE overlap?
0.0% by weight, with 0 holdings in common, using holdings for UFOX as of June 30, 2026 and UAE as of May 31, 2026.
Do institutions hold both UFOX and UAE?
23 Form 13F filers report positions in both, out of 233 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%.