UUP vs TACK overlap
12 institutions report holding both UUP and TACK.
UUPTACK
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.
12
institutions report holding both, of 103 holding any
UUP25.7% of its 13F dollars, 15.8% of its 76 holders
TACK33.6% of its 13F dollars, 30.8% of its 39 holders
Largest institutions holding both
| Firm | UUP | TACK |
|---|---|---|
| UBS Group AG | $2.6M | $67.0M |
| Morgan Stanley | $29.8M | $2K |
| Susquehanna International Group, LLP | $8.7M | $330K |
| Cetera Investment Advisers | $4.6M | $319K |
| JPMorgan Chase & Co | $3.6M | $54K |
| HighTower Advisors, LLC | $787K | $2.6M |
| Cambridge Investment Research Advisors, Inc. | $694K | $2.6M |
| Royal Bank of Canada | $2.3M | $128K |
| LPL Financial LLC | $1.4M | $641K |
| Wells Fargo & Company | $976K | $80K |
| Farther Finance Advisors, LLC | $93K | $330K |
| Global Retirement Partners, LLC | $4K | $10K |
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, TACK institutional holders.
Frequently asked questions
Do institutions hold both UUP and TACK?
12 Form 13F filers report positions in both, out of 103 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%.