UUP vs JABS overlap
4 institutions report holding both UUP and JABS.
UUPJABS
Pick 2 to 4 ETFs.
We don’t have holdings for UUP. 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.
4
institutions report holding both, of 83 holding any
UUP8.5% of its 13F dollars, 5.3% of its 76 holders
JABS0.3% of its 13F dollars, 36.4% of its 11 holders
Largest institutions holding both
| Firm | UUP | JABS |
|---|---|---|
| Citadel Advisors LLC | $11.8M | $624K |
| Harbour Investments, Inc. | $2.9M | $144K |
| UBS Group AG | $2.6M | $6K |
| Wells Fargo & Company | $976K | $33 |
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: UUP institutional holders, JABS institutional holders.
Frequently asked questions
Do institutions hold both UUP and JABS?
4 Form 13F filers report positions in both, out of 83 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%.