UPSD vs FDM overlap

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

UPSDFDM

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

FDM0.0% of the fund is in shared holdings, of 148

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; FDM, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 119 holding any

UPSD0.0% of its 13F dollars, 13.3% of its 30 holders

FDM6.0% of its 13F dollars, 4.3% of its 93 holders

Largest institutions holding both

Firm	UPSD	FDM
Wells Fargo & Company	$1K	$7.1M
Integrated Wealth Concepts LLC	$14K	$2.5M
Harbour Investments, Inc.	$35K	$72K
Farther Finance Advisors, LLC	$9K	$11K

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, FDM institutional holders.

Frequently asked questions

How much do UPSD and FDM overlap?

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

Do institutions hold both UPSD and FDM?

4 Form 13F filers report positions in both, out of 119 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%.