UTWY vs UTRE overlap

UTWY and UTRE overlap 0.0% by weight, across 0 shared holdings.

UTWYUTRE

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

UTWY0.0% of the fund is in shared holdings, of 1

UTRE0.0% of the fund is in shared holdings, of 1

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: UTWY, SEC Form N-PORT, May 31, 2026; UTRE, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 17 holding any

UTWY20.3% of its 13F dollars, 25.0% of its 12 holders

UTRE36.0% of its 13F dollars, 37.5% of its 8 holders

Largest institutions holding both

Firm	UTWY	UTRE
Citadel Advisors LLC	$256K	$1.2M
Susquehanna International Group, LLP	$587K	$279K
Morgan Stanley	$43	$49

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: UTWY institutional holders, UTRE institutional holders.

Frequently asked questions

How much do UTWY and UTRE overlap?

0.0% by weight, with 0 holdings in common, using holdings for UTWY as of May 31, 2026 and UTRE as of May 31, 2026.

Do institutions hold both UTWY and UTRE?

3 Form 13F filers report positions in both, out of 17 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%.