UWM vs DDM overlap
UWM and DDM overlap 14.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | UWM | DDM | Overlap |
|---|---|---|---|
| ProShares GENIUS Money Market ETF | 14.06% | 14.35% | 14.06% |
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: UWM, SEC Form N-PORT, May 31, 2026; DDM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | UWM | DDM |
|---|---|---|
| Global View Capital Management LLC | $6.3M | $16.7M |
| Citadel Advisors LLC | $4.5M | $3.4M |
| Capital Investment Counsel, Inc | $1.3M | $4.0M |
| IMC-Chicago, LLC | $1.2M | $1.9M |
| Capital Investment Advisory Services, LLC | $2.5M | $525K |
| Cassaday & Co Wealth Management LLC | $624K | $2.0M |
| Susquehanna International Group, LLP | $904K | $1.3M |
| Jane Street Group, LLC | $1.0M | $1.0M |
| Independent Financial Group, LLC | $769K | $374K |
| Harvest Investment Services, LLC | $458K | $604K |
| Tower Research Capital LLC (TRC) | $405K | $346K |
| UBS Group AG | $345K | $30K |
| Institute for Wealth Management, LLC. | $136K | $2K |
| Integrated Wealth Concepts LLC | $40K | $7K |
| JPMorgan Chase & Co | $1K | $2K |
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: UWM institutional holders, DDM institutional holders.
Frequently asked questions
How much do UWM and DDM overlap?
14.1% by weight, with 1 holdings in common, using holdings for UWM as of May 31, 2026 and DDM as of May 31, 2026. The largest shared position is ProShares GENIUS Money Market ETF.
Do institutions hold both UWM and DDM?
17 Form 13F filers report positions in both, out of 77 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%.