UPSD vs EDGU overlap

UPSD and EDGU overlap 0.0% by weight, across 0 shared holdings.

UPSDEDGU

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

UPSD0.0% of the fund is in shared holdings, of 100

EDGU0.0% of the fund is in shared holdings, of 13

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: UPSD, SEC Form N-PORT, July 31, 2026; EDGU, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 53 holding any

UPSD11.7% of its 13F dollars, 10.0% of its 30 holders

EDGU3.9% of its 13F dollars, 11.5% of its 26 holders

Largest institutions holding both

Firm	UPSD	EDGU
Envestnet Asset Management Inc.	$18.6M	$6.3M
Atria Investments, Inc	$762K	$302K
Harbour Investments, Inc.	$35K	$73K

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: UPSD institutional holders, EDGU institutional holders.

Frequently asked questions

How much do UPSD and EDGU overlap?

0.0% by weight, with 0 holdings in common, using holdings for UPSD as of July 31, 2026 and EDGU as of June 30, 2026.

Do institutions hold both UPSD and EDGU?

3 Form 13F filers report positions in both, out of 53 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%.