USMF vs UFOX overlap
USMF and UFOX overlap 15.2% by weight, across 18 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | USMF | UFOX | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 3.70% | 3.83% | 3.70% |
| Nvidia Corp.NVDA | 3.69% | 3.71% | 3.69% |
| Broadcom Inc.AVGO | 1.62% | 3.82% | 1.62% |
| Cisco SystemsCSCO | 0.70% | 3.35% | 0.70% |
| Verizon CommunicVZ | 0.56% | 0.86% | 0.56% |
| Arista NetworksANET | 0.52% | 1.88% | 0.52% |
| Globalstar Inc.GSAT | 0.48% | 1.12% | 0.48% |
| Viasat Inc.VSAT | 0.43% | 1.69% | 0.43% |
| F5 Inc.FFIV | 0.43% | 1.30% | 0.43% |
| Keysight TECKEYS | 0.42% | 1.27% | 0.42% |
| Echostar Corp.-aECHO | 0.41% | 1.69% | 0.41% |
| Qualcomm Inc.QCOM | 0.38% | 2.00% | 0.38% |
| Macom TechnologyMTSI | 0.37% | 1.54% | 0.37% |
| Netapp Inc.NTAP | 0.35% | 1.47% | 0.35% |
| Qorvo Inc.QRVO | 0.34% | 1.04% | 0.34% |
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: USMF, SEC Form N-PORT, June 30, 2026; UFOX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | USMF | UFOX |
|---|---|---|
| HighTower Advisors, LLC | $74.1M | $4.9M |
| LPL Financial LLC | $10.8M | $27.4M |
| Cetera Investment Advisers | $5.4M | $13.8M |
| Raymond James Financial Inc. | $2.3M | $8.5M |
| UBS Group AG | $9K | $10.2M |
| Kestra Advisory Services, LLC | $771K | $8.6M |
| Wells Fargo & Company | $7.5M | $35K |
| Commonwealth Equity Services, LLC | $391K | $6.7M |
| Morgan Stanley | $2.6M | $1.6M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $2.9M |
| Osaic Holdings, Inc. | $828K | $3.1M |
| NewEdge Advisors, LLC | $3.3M | $422K |
| Northwestern Mutual Wealth Management Co | $1.5M | $1.9M |
| Susquehanna International Group, LLP | $1.2M | $1.7M |
| Private Advisor Group, LLC | $1.9M | $766K |
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: USMF institutional holders, UFOX institutional holders.
Frequently asked questions
How much do USMF and UFOX overlap?
15.2% by weight, with 18 holdings in common, using holdings for USMF as of June 30, 2026 and UFOX as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both USMF and UFOX?
35 Form 13F filers report positions in both, out of 236 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%.