UPAL vs SPTU overlap
0 institutions report holding both UPAL and SPTU.
UPALSPTU
Pick 2 to 4 ETFs.
We don’t have holdings for UPAL, SPTU. 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.
0
institutions report holding both, of 5 holding any
UPAL0.0% of its 13F dollars, 0.0% of its 1 holders
SPTU0.0% of its 13F dollars, 0.0% of its 4 holders
Largest institutions holding both
No 13F filer reports holding both.
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: UPAL institutional holders, SPTU institutional holders.
Frequently asked questions
Do institutions hold both UPAL and SPTU?
0 Form 13F filers report positions in both, out of 5 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%.