UIVM vs IXP overlap
UIVM and IXP overlap 2.5% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | UIVM | IXP | Overlap |
|---|---|---|---|
| OrangeORA | 0.67% | 0.94% | 0.67% |
| Vodafone GroupVOD | 0.58% | 0.70% | 0.58% |
| BT Group PLCBT/A | 0.57% | 0.39% | 0.39% |
| Rogers Communi-BRCI | 0.51% | 0.34% | 0.34% |
| Naver Corp.035420 | 0.28% | 0.50% | 0.28% |
| LY Corp.4689 | 0.51% | 0.18% | 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; IXP, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UIVM | IXP |
|---|---|---|
| Victory Capital Management Inc. | $269.7M | $642 |
| Wells Fargo & Company | $54 | $11.9M |
| LPL Financial LLC | $341K | $9.0M |
| Susquehanna International Group, LLP | $1.6M | $7.3M |
| Flow Traders U.S. LLC | $5.3M | $501K |
| Citadel Advisors LLC | $1.6M | $3.0M |
| UBS Group AG | $8K | $2.9M |
| HighTower Advisors, LLC | $205K | $2.4M |
| Northwestern Mutual Wealth Management Co | $2.4M | $133K |
| JPMorgan Chase & Co | $23K | $2.0M |
| Envestnet Asset Management Inc. | $364K | $1.6M |
| NewEdge Advisors, LLC | $495K | $922K |
| IFP Advisors, Inc | $717K | $32K |
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, IXP institutional holders.
Frequently asked questions
How much do UIVM and IXP overlap?
2.5% by weight, with 6 holdings in common, using holdings for UIVM as of June 30, 2026 and IXP as of June 30, 2026. The largest shared position is ORA.
Do institutions hold both UIVM and IXP?
13 Form 13F filers report positions in both, out of 121 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%.