UEVM vs DIV overlap
UEVM and DIV 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: UEVM, SEC Form N-PORT, June 30, 2026; DIV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | UEVM | DIV |
|---|---|---|
| LPL Financial LLC | $1.3M | $26.0M |
| Morgan Stanley | $104 | $13.9M |
| Bank of America Corp. | $7.9M | $5.7M |
| Commonwealth Equity Services, LLC | $478K | $3.3M |
| Raymond James Financial Inc. | $1.1M | $1.6M |
| Susquehanna International Group, LLP | $2.2M | $224K |
| Osaic Holdings, Inc. | $395K | $1.3M |
| Kingsview Wealth Management, LLC | $921K | $366K |
| Northwestern Mutual Wealth Management Co | $8K | $965K |
| Integrated Wealth Concepts LLC | $11K | $168K |
| IFP Advisors, Inc | $16K | $90K |
| FMR LLC | $6K | $91K |
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: UEVM institutional holders, DIV institutional holders.
Frequently asked questions
How much do UEVM and DIV overlap?
0.0% by weight, with 0 holdings in common, using holdings for UEVM as of June 30, 2026 and DIV as of July 31, 2026.
Do institutions hold both UEVM and DIV?
12 Form 13F filers report positions in both, out of 137 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%.