UUP vs TMAT overlap
14 institutions report holding both UUP and TMAT.
UUPTMAT
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.
14
institutions report holding both, of 111 holding any
UUP35.6% of its 13F dollars, 18.4% of its 76 holders
TMAT25.3% of its 13F dollars, 28.6% of its 49 holders
Largest institutions holding both
| Firm | UUP | TMAT |
|---|---|---|
| Potomac Fund Management Inc. | $30.0M | $3.2M |
| Morgan Stanley | $29.8M | $12K |
| LPL Financial LLC | $1.4M | $23.6M |
| Osaic Holdings, Inc. | $1.8M | $22.4M |
| Envestnet Asset Management Inc. | $1.8M | $4.8M |
| JPMorgan Chase & Co | $3.6M | $12K |
| Harbour Investments, Inc. | $2.9M | $406K |
| Mutual Advisors, LLC | $1.9M | $1.0M |
| Royal Bank of Canada | $2.3M | $11K |
| Wells Fargo & Company | $976K | $27 |
| Integrated Wealth Concepts LLC | $313K | $974 |
| Geneos Wealth Management Inc. | $102K | $52K |
| Farther Finance Advisors, LLC | $93K | $35K |
| Global Retirement Partners, LLC | $4K | $3K |
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, TMAT institutional holders.
Frequently asked questions
Do institutions hold both UUP and TMAT?
14 Form 13F filers report positions in both, out of 111 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%.