UMMA vs PCLG overlap
1 institutions report holding both UMMA and PCLG.
UMMAPCLG
Pick 2 to 4 ETFs.
We don’t have holdings for PCLG. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
1
institutions report holding both, of 57 holding any
UMMA3.8% of its 13F dollars, 2.0% of its 50 holders
PCLG0.6% of its 13F dollars, 12.5% of its 8 holders
Largest institutions holding both
| Firm | UMMA | PCLG |
|---|---|---|
| Apollon Wealth Management, LLC | $1.4M | $243K |
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: UMMA institutional holders, PCLG institutional holders.
Frequently asked questions
Do institutions hold both UMMA and PCLG?
1 Form 13F filers report positions in both, out of 57 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%.