UPW vs TARK overlap
0 institutions report holding both UPW and TARK.
UPWTARK
Pick 2 to 4 ETFs.
We don’t have holdings for TARK. 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 19 holding any
UPW0.0% of its 13F dollars, 0.0% of its 12 holders
TARK0.0% of its 13F dollars, 0.0% of its 7 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: UPW institutional holders, TARK institutional holders.
Frequently asked questions
Do institutions hold both UPW and TARK?
0 Form 13F filers report positions in both, out of 19 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%.