UUPP vs RJMI overlap
UUPP and RJMI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: UUPP, SEC Form N-PORT, June 30, 2026; RJMI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: UUPP institutional holders, RJMI institutional holders.
Frequently asked questions
How much do UUPP and RJMI overlap?
0.0% by weight, with 0 holdings in common, using holdings for UUPP as of June 30, 2026 and RJMI as of June 30, 2026.
Do institutions hold both UUPP and RJMI?
0 Form 13F filers report positions in both, out of 9 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%.