UYLD vs MEAR overlap
UYLD and MEAR 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: UYLD, SEC Form N-PORT, July 31, 2026; MEAR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UYLD | MEAR |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $492.8M | $2.2M |
| Morgan Stanley | $138K | $167.6M |
| Focus Partners Wealth | $54.4M | $9.1M |
| Osaic Holdings, Inc. | $41.9M | $17.2M |
| LPL Financial LLC | $16.7M | $38.0M |
| UBS Group AG | $46.0M | $6.6M |
| Raymond James Financial Inc. | $21.1M | $4.3M |
| Wells Fargo & Company | $24.9M | $55K |
| Richard P Slaughter Associates Inc | $20.8M | $3.0M |
| Rockefeller Capital Management L.P. | $167K | $23.0M |
| Cambridge Investment Research Advisors, Inc. | $3.0M | $15.8M |
| JPMorgan Chase & Co | $125K | $18.5M |
| Stifel Financial Corp. | $15.1M | $2.5M |
| Janney Montgomery Scott LLC | $15.6M | $1.1M |
| Equitable Holdings, Inc. | $698K | $14.7M |
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: UYLD institutional holders, MEAR institutional holders.
Frequently asked questions
How much do UYLD and MEAR overlap?
0.0% by weight, with 0 holdings in common, using holdings for UYLD as of July 31, 2026 and MEAR as of July 31, 2026.
Do institutions hold both UYLD and MEAR?
35 Form 13F filers report positions in both, out of 284 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%.