UIVM vs GRIN overlap

UIVM and GRIN overlap 2.1% by weight, across 6 shared holdings.

UIVMGRIN

Pick 2 to 4 ETFs.

2.1%

overlap by weight, across 6 shared holdings

UIVM2.1% of the fund is in shared holdings, of 197

GRIN10.4% of the fund is in shared holdings, of 101

Top shared holdings

Holding	UIVM	GRIN	Overlap
IpsenIPN	0.63%	0.83%	0.63%
Obayashi Corp.1802	0.41%	0.85%	0.41%
Hochtief AGHOT	0.36%	1.64%	0.36%
Kioxia Holdings285A	0.26%	4.48%	0.26%
Fujikura Ltd.5803	0.25%	2.24%	0.25%
Next Vision STABNXSN	0.18%	0.39%	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; GRIN, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 25 holding any

UIVM94.5% of its 13F dollars, 20.0% of its 20 holders

GRIN97.4% of its 13F dollars, 44.4% of its 9 holders

Largest institutions holding both

Firm	UIVM	GRIN
Victory Capital Management Inc.	$269.7M	$274.9M
Citadel Advisors LLC	$1.6M	$642K
Jane Street Group, LLC	$910K	$1.2M
UBS Group AG	$8K	$945

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, GRIN institutional holders.

Frequently asked questions

How much do UIVM and GRIN overlap?

2.1% by weight, with 6 holdings in common, using holdings for UIVM as of June 30, 2026 and GRIN as of June 30, 2026. The largest shared position is IPN.

Do institutions hold both UIVM and GRIN?

4 Form 13F filers report positions in both, out of 25 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%.