UIVM vs FPXI overlap
UIVM and FPXI overlap 2.1% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | UIVM | FPXI | Overlap |
|---|---|---|---|
| IpsenIPN | 0.63% | 0.98% | 0.63% |
| TFI InternationaTFII | 0.42% | 0.71% | 0.42% |
| Mitsubishi Chemi4188 | 0.40% | 0.91% | 0.40% |
| Hochtief AGHOT | 0.36% | 2.49% | 0.36% |
| Kioxia Holdings285A | 0.26% | 8.48% | 0.26% |
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; FPXI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UIVM | FPXI |
|---|---|---|
| LPL Financial LLC | $341K | $43.4M |
| Wells Fargo & Company | $54 | $13.6M |
| Jane Street Group, LLC | $910K | $6.9M |
| NewEdge Advisors, LLC | $495K | $7.0M |
| Flow Traders U.S. LLC | $5.3M | $381K |
| UBS Group AG | $8K | $4.3M |
| Northwestern Mutual Wealth Management Co | $2.4M | $1.4M |
| Citadel Advisors LLC | $1.6M | $1.1M |
| Susquehanna International Group, LLP | $1.6M | $1.0M |
| HighTower Advisors, LLC | $205K | $2.2M |
| Envestnet Asset Management Inc. | $364K | $1.4M |
| IFP Advisors, Inc | $717K | $85K |
| JPMorgan Chase & Co | $23K | $48K |
| Bogart Wealth, LLC | $3K | $20K |
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, FPXI institutional holders.
Frequently asked questions
How much do UIVM and FPXI overlap?
2.1% by weight, with 5 holdings in common, using holdings for UIVM as of June 30, 2026 and FPXI as of June 30, 2026. The largest shared position is IPN.
Do institutions hold both UIVM and FPXI?
14 Form 13F filers report positions in both, out of 98 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%.