UPGD vs FLJH overlap
UPGD and FLJH 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: UPGD, SEC Form N-PORT, July 31, 2026; FLJH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | UPGD | FLJH |
|---|---|---|
| Raymond James Financial Inc. | $13.0M | $5.0M |
| LPL Financial LLC | $1.8M | $5.7M |
| Morgan Stanley | $323K | $262K |
| Osaic Holdings, Inc. | $94K | $103K |
| FMR LLC | $104K | $17K |
| JPMorgan Chase & Co | $12K | $1K |
| Wells Fargo & Company | $37 | $5K |
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: UPGD institutional holders, FLJH institutional holders.
Frequently asked questions
How much do UPGD and FLJH overlap?
0.0% by weight, with 0 holdings in common, using holdings for UPGD as of July 31, 2026 and FLJH as of June 30, 2026.
Do institutions hold both UPGD and FLJH?
7 Form 13F filers report positions in both, out of 50 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%.