UGL vs AMZY overlap
9 institutions report holding both UGL and AMZY.
UGLAMZY
Pick 2 to 4 ETFs.
We don’t have holdings for UGL. 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.
9
institutions report holding both, of 71 holding any
UGL2.4% of its 13F dollars, 22.5% of its 40 holders
AMZY0.5% of its 13F dollars, 22.5% of its 40 holders
Largest institutions holding both
| Firm | UGL | AMZY |
|---|---|---|
| UBS Group AG | $622K | $22K |
| Group One Trading LLC | $266K | $52K |
| JPMorgan Chase & Co | $95K | $83K |
| Morgan Stanley | $149K | $1K |
| IFP Advisors, Inc | $3K | $54K |
| Osaic Holdings, Inc. | $17K | $16K |
| Wells Fargo & Company | $30K | $3K |
| TD Waterhouse Canada Inc. | $5K | $9K |
| Kings Path Partners LLC | $965 | $11K |
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: UGL institutional holders, AMZY institutional holders.
Frequently asked questions
Do institutions hold both UGL and AMZY?
9 Form 13F filers report positions in both, out of 71 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%.