URA vs DFGP overlap
URA and DFGP 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: URA, SEC Form N-PORT, July 31, 2026; DFGP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | URA | DFGP |
|---|---|---|
| Bank of America Corp. | $329.2M | $38.6M |
| JPMorgan Chase & Co | $140.3M | $6.7M |
| Wells Fargo & Company | $100.4M | $4.2M |
| LPL Financial LLC | $86.2M | $8.0M |
| Beacon Pointe Advisors, LLC | $1.0M | $63.7M |
| UBS Group AG | $55.0M | $8K |
| Envestnet Asset Management Inc. | $8.3M | $38.8M |
| Royal Bank of Canada | $40.1M | $377K |
| Integrity Alliance, LLC. | $907K | $35.4M |
| Jones Financial Companies LLLP | $9.8M | $26.4M |
| Commonwealth Equity Services, LLC | $10.6M | $23.8M |
| AE Wealth Management LLC | $234K | $33.3M |
| Allworth Financial LP | $439K | $32.5M |
| Integrated Wealth Concepts LLC | $1.0M | $30.2M |
| Goldman Sachs Group Inc. | $21.2M | $2.3M |
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: URA institutional holders, DFGP institutional holders.
Frequently asked questions
How much do URA and DFGP overlap?
0.0% by weight, with 0 holdings in common, using holdings for URA as of July 31, 2026 and DFGP as of July 31, 2026.
Do institutions hold both URA and DFGP?
62 Form 13F filers report positions in both, out of 652 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%.