UMAR vs SEPU overlap
11 institutions report holding both UMAR and SEPU.
UMARSEPU
Pick 2 to 4 ETFs.
We don’t have holdings for UMAR, SEPU. 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.
11
institutions report holding both, of 107 holding any
UMAR12.9% of its 13F dollars, 12.8% of its 86 holders
SEPU3.4% of its 13F dollars, 34.4% of its 32 holders
Largest institutions holding both
| Firm | UMAR | SEPU |
|---|---|---|
| Osaic Holdings, Inc. | $4.2M | $1.0M |
| Kestra Advisory Services, LLC | $4.7M | $250K |
| Commonwealth Equity Services, LLC | $3.3M | $720K |
| Susquehanna International Group, LLP | $1.8M | $1.5M |
| Cetera Investment Advisers | $2.5M | $272K |
| Arax Advisory Partners | $1.4M | $1.2M |
| Old Mission Capital LLC | $1.5M | $251K |
| Morgan Stanley | $495K | $1K |
| AE Wealth Management LLC | $308K | $23K |
| Farther Finance Advisors, LLC | $91K | $15K |
| Barclays PLC | $55K | $8K |
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: UMAR institutional holders, SEPU institutional holders.
Frequently asked questions
Do institutions hold both UMAR and SEPU?
11 Form 13F filers report positions in both, out of 107 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%.