NTSX vs AOA overlap
NTSX and AOA 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: NTSX, SEC Form N-PORT, June 30, 2026; AOA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | NTSX | AOA |
|---|---|---|
| Halbert Hargrove Global Advisors, LLC | $316.3M | $167K |
| Rockefeller Capital Management L.P. | $1.1M | $59.7M |
| LPL Financial LLC | $22.5M | $24.1M |
| Cetera Investment Advisers | $32.7M | $6.1M |
| OneDigital Investment Advisors LLC | $36.1M | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $2.5M | $30.1M |
| Wealth Enhancement Advisory Services, LLC | $19.4M | $2.4M |
| Morgan Stanley | $4.2M | $14.5M |
| Wells Fargo & Company | $326K | $18.0M |
| AQR Capital Management LLC | $14.4M | $551K |
| Kestra Advisory Services, LLC | $7.6M | $5.3M |
| Osaic Holdings, Inc. | $4.9M | $7.3M |
| JPMorgan Chase & Co | $5.4M | $6.6M |
| Kestra Private Wealth Services, LLC | $267K | $10.6M |
| Commonwealth Equity Services, LLC | $2.9M | $7.7M |
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: NTSX institutional holders, AOA institutional holders.
Frequently asked questions
How much do NTSX and AOA overlap?
0.0% by weight, with 0 holdings in common, using holdings for NTSX as of June 30, 2026 and AOA as of July 31, 2026.
Do institutions hold both NTSX and AOA?
54 Form 13F filers report positions in both, out of 481 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%.