UGL vs MVLL overlap
7 institutions report holding both UGL and MVLL.
UGLMVLL
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.
7
institutions report holding both, of 55 holding any
UGL14.5% of its 13F dollars, 17.5% of its 40 holders
MVLL43.6% of its 13F dollars, 31.8% of its 22 holders
Largest institutions holding both
| Firm | UGL | MVLL |
|---|---|---|
| UBS Group AG | $622K | $17.4M |
| Jump Financial, LLC | $3.7M | $1.5M |
| IMC-Chicago, LLC | $1.2M | $2.3M |
| Flow Traders U.S. LLC | $742K | $297K |
| Two Sigma Securities, LLC | $527K | $259K |
| StoneX Group Inc. | $293K | $326K |
| Tower Research Capital LLC (TRC) | $11K | $804 |
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, MVLL institutional holders.
Frequently asked questions
Do institutions hold both UGL and MVLL?
7 Form 13F filers report positions in both, out of 55 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%.