NANR vs DFSB overlap
NANR and DFSB 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: NANR, SEC Form N-PORT, June 30, 2026; DFSB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | NANR | DFSB |
|---|---|---|
| LPL Financial LLC | $24.1M | $2.6M |
| HighTower Advisors, LLC | $4.8M | $1.0M |
| Wealth Enhancement Advisory Services, LLC | $230K | $5.3M |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $1.9M |
| Osaic Holdings, Inc. | $959K | $1.6M |
| Farther Finance Advisors, LLC | $25K | $2.3M |
| Commonwealth Equity Services, LLC | $505K | $1.1M |
| Private Advisor Group, LLC | $283K | $640K |
| DiNuzzo Private Wealth, Inc. | $217K | $684K |
| Royal Bank of Canada | $532K | $297K |
| Concord Wealth Partners | $7K | $625K |
| Envestnet Asset Management Inc. | $359K | $270K |
| XY Planning Network, Inc. | $251K | $368K |
| Assetmark, Inc. | $350K | $31K |
| NewEdge Advisors, LLC | $14K | $202K |
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: NANR institutional holders, DFSB institutional holders.
Frequently asked questions
How much do NANR and DFSB overlap?
0.0% by weight, with 0 holdings in common, using holdings for NANR as of June 30, 2026 and DFSB as of July 31, 2026.
Do institutions hold both NANR and DFSB?
20 Form 13F filers report positions in both, out of 236 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%.