YOKE vs ULVM overlap
YOKE and ULVM overlap 11.1% by weight, across 13 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | YOKE | ULVM | Overlap |
|---|---|---|---|
| Berkshire HATH-BBRK/B | 1.68% | 1.66% | 1.66% |
| Johnson&JohnsonJNJ | 3.14% | 1.56% | 1.56% |
| Bank NY MellonBNY | 1.50% | 1.13% | 1.13% |
| Casey's GeneralCASY | 1.53% | 0.94% | 0.94% |
| Paccar Inc.PCAR | 2.25% | 0.92% | 0.92% |
| Exxon Mobil Corp.XOM | 2.51% | 0.84% | 0.84% |
| EOG ResourcesEOG | 2.02% | 0.83% | 0.83% |
| Caterpillar Inc.CAT | 1.45% | 0.74% | 0.74% |
| Alphabet Inc.-aGOOGL | 4.69% | 0.72% | 0.72% |
| Tapestry Inc.TPR | 2.05% | 0.58% | 0.58% |
| Comfort SystemsFIX | 1.22% | 0.46% | 0.46% |
| Sandisk Corp.SNDK | 1.50% | 0.38% | 0.38% |
| Western DigitalWDC | 2.37% | 0.38% | 0.38% |
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: YOKE, SEC Form N-PORT, July 31, 2026; ULVM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | YOKE | ULVM |
|---|---|---|
| Citadel Advisors LLC | $726K | $1.8M |
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: YOKE institutional holders, ULVM institutional holders.
Frequently asked questions
How much do YOKE and ULVM overlap?
11.1% by weight, with 13 holdings in common, using holdings for YOKE as of July 31, 2026 and ULVM as of June 30, 2026. The largest shared position is BRK/B.
Do institutions hold both YOKE and ULVM?
1 Form 13F filers report positions in both, out of 19 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%.