UPGD vs PSR overlap
UPGD and PSR 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; PSR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UPGD | PSR |
|---|---|---|
| Raymond James Financial Inc. | $13.0M | $1.5M |
| LPL Financial LLC | $1.8M | $9.8M |
| Morgan Stanley | $323K | $854K |
| Susquehanna International Group, LLP | $471K | $658K |
| Tower Research Capital LLC (TRC) | $510K | $199K |
| Osaic Holdings, Inc. | $94K | $536K |
| Glenmede Trust Co NA | $291K | $305K |
| Geneos Wealth Management Inc. | $410K | $185K |
| Steward Partners Investment Advisory, LLC | $2K | $408K |
| Wells Fargo & Company | $37 | $92 |
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, PSR institutional holders.
Frequently asked questions
How much do UPGD and PSR overlap?
0.0% by weight, with 0 holdings in common, using holdings for UPGD as of July 31, 2026 and PSR as of July 31, 2026.
Do institutions hold both UPGD and PSR?
10 Form 13F filers report positions in both, out of 67 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%.