UMI vs STPZ overlap
UMI and STPZ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: UMI, SEC Form N-PORT, June 30, 2026; STPZ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UMI | STPZ |
|---|---|---|
| HighTower Advisors, LLC | $351.0M | $245K |
| Ameritas Advisory Services, LLC | $49K | $30.0M |
| Morgan Stanley | $914K | $26.6M |
| LPL Financial LLC | $3.2M | $13.9M |
| Osaic Holdings, Inc. | $779K | $7.7M |
| Royal Bank of Canada | $351K | $8.0M |
| Envestnet Asset Management Inc. | $3.5M | $4.5M |
| Focus Partners Wealth | $265K | $4.4M |
| MML Investors Services, LLC | $2.9M | $725K |
| Commonwealth Equity Services, LLC | $1.1M | $2.5M |
| Creative Planning | $365K | $999K |
| Flow Traders U.S. LLC | $381K | $821K |
| Mercer Global Advisors Inc. | $345K | $299K |
| Rockefeller Capital Management L.P. | $6K | $637K |
| Private Advisor Group, LLC | $261K | $374K |
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: UMI institutional holders, STPZ institutional holders.
Frequently asked questions
How much do UMI and STPZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for UMI as of June 30, 2026 and STPZ as of June 30, 2026.
Do institutions hold both UMI and STPZ?
22 Form 13F filers report positions in both, out of 145 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%.