ZFEB vs UAPR overlap
41 institutions report holding both ZFEB and UAPR.
ZFEBUAPR
Pick 2 to 4 ETFs.
We don’t have holdings for ZFEB, UAPR. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
41
institutions report holding both, of 149 holding any
ZFEB56.5% of its 13F dollars, 39.8% of its 103 holders
UAPR62.2% of its 13F dollars, 47.1% of its 87 holders
Largest institutions holding both
| Firm | ZFEB | UAPR |
|---|---|---|
| Commonwealth Equity Services, LLC | $4.9M | $5.1M |
| Tradition Wealth Management, LLC | $408K | $9.5M |
| Trek Financial, LLC | $8.4M | $1.2M |
| Osaic Holdings, Inc. | $1.5M | $4.7M |
| Cambridge Investment Research Advisors, Inc. | $3.9M | $2.2M |
| Raymond James Financial Inc. | $4.1M | $1.5M |
| Truist Financial Corp. | $3.2M | $2.0M |
| KFG Wealth Management, LLC | $640K | $4.5M |
| Envestnet Asset Management Inc. | $1.8M | $2.7M |
| AssuredPartners Investment Advisors, LLC | $915K | $3.5M |
| MML Investors Services, LLC | $2.9M | $1.4M |
| Brookstone Capital Management | $845K | $3.2M |
| Cetera Investment Advisers | $2.6M | $1.1M |
| Central Valley Advisors, LLC | $649K | $2.8M |
| Kestra Advisory Services, LLC | $2.1M | $1.3M |
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: ZFEB institutional holders, UAPR institutional holders.
Frequently asked questions
Do institutions hold both ZFEB and UAPR?
41 Form 13F filers report positions in both, out of 149 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%.