UIVM vs DWX overlap
UIVM and DWX overlap 5.7% by weight, across 10 shared holdings.
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Top shared holdings
| Holding | UIVM | DWX | Overlap |
|---|---|---|---|
| Takeda Pharmaceu4502 | 0.72% | 1.20% | 0.72% |
| Bouygues SAEN | 0.69% | 1.50% | 0.69% |
| OrangeORA | 0.67% | 1.79% | 0.67% |
| Totalenergies SETTE | 0.65% | 2.52% | 0.65% |
| Bridgestone Corp.5108 | 0.64% | 0.94% | 0.64% |
| Hulic Co Ltd.3003 | 0.64% | 0.95% | 0.64% |
| Kirin Holdings C2503 | 0.63% | 0.99% | 0.63% |
| Kyocera Corp.6971 | 0.48% | 0.99% | 0.48% |
| Isuzu Motors7202 | 0.39% | 0.88% | 0.39% |
| LG Corp.LGCIF | 0.18% | 1.14% | 0.18% |
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: UIVM, SEC Form N-PORT, June 30, 2026; DWX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UIVM | DWX |
|---|---|---|
| UBS Group AG | $8K | $17.6M |
| Wells Fargo & Company | $54 | $14.3M |
| LPL Financial LLC | $341K | $9.8M |
| Northwestern Mutual Wealth Management Co | $2.4M | $4.5M |
| Flow Traders U.S. LLC | $5.3M | $1.1M |
| Envestnet Asset Management Inc. | $364K | $3.9M |
| Citadel Advisors LLC | $1.6M | $784K |
| Susquehanna International Group, LLP | $1.6M | $353K |
| Jane Street Group, LLC | $910K | $374K |
| NewEdge Advisors, LLC | $495K | $554K |
| HighTower Advisors, LLC | $205K | $798K |
| JPMorgan Chase & Co | $23K | $846K |
| IFP Advisors, Inc | $717K | $42K |
| Triumph Capital Management | $4K | $9K |
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: UIVM institutional holders, DWX institutional holders.
Frequently asked questions
How much do UIVM and DWX overlap?
5.7% by weight, with 10 holdings in common, using holdings for UIVM as of June 30, 2026 and DWX as of June 30, 2026. The largest shared position is 4502.
Do institutions hold both UIVM and DWX?
14 Form 13F filers report positions in both, out of 144 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%.