UYG vs URTY overlap

UYG and URTY overlap 5.8% by weight, across 1 shared holdings.

UYGURTY

Pick 2 to 4 ETFs.

5.8%

overlap by weight, across 1 shared holdings

UYG5.8% of the fund is in shared holdings, of 77

URTY18.5% of the fund is in shared holdings, of 1,905

Top shared holdings

Holding	UYG	URTY	Overlap
ProShares GENIUS Money Market ETF	5.78%	18.49%	5.78%

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: UYG, SEC Form N-PORT, May 31, 2026; URTY, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 104 holding any

UYG34.2% of its 13F dollars, 11.7% of its 77 holders

URTY31.8% of its 13F dollars, 25.0% of its 36 holders

Largest institutions holding both

Firm	UYG	URTY
Cassaday & Co Wealth Management LLC	$3.4M	$5.7M
Susquehanna International Group, LLP	$2.5M	$1.2M
TOTH Financial Advisory Corp.	$2.4M	$1.0M
Jane Street Group, LLC	$1.5M	$1.7M
Waverly Advisors, LLC	$877K	$223K
Kestra Advisory Services, LLC	$234K	$220K
Farther Finance Advisors, LLC	$64K	$14K
Main Street Group, LTD	$51K	$19K
Morgan Stanley	$127	$174

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: UYG institutional holders, URTY institutional holders.

Frequently asked questions

How much do UYG and URTY overlap?

5.8% by weight, with 1 holdings in common, using holdings for UYG as of May 31, 2026 and URTY as of May 31, 2026. The largest shared position is ProShares GENIUS Money Market ETF.

Do institutions hold both UYG and URTY?

9 Form 13F filers report positions in both, out of 104 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%.