NUDM vs DOL overlap
NUDM and DOL overlap 26.9% by weight, across 80 shared holdings.
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Top shared holdings
| Holding | NUDM | DOL | Overlap |
|---|---|---|---|
| Novartis AG-REGNOVN | 2.47% | 1.49% | 1.49% |
| Intesa SanpaoloISP | 1.80% | 1.40% | 1.40% |
| ASML Holding NVASML | 4.21% | 1.23% | 1.23% |
| Nestle SA-REGNESN | 1.18% | 1.44% | 1.18% |
| AXACS | 1.15% | 1.08% | 1.08% |
| BNP ParibasBNP | 1.30% | 1.02% | 1.02% |
| Allianz SE-REGALIZF | 2.07% | 0.94% | 0.94% |
| Iberdrola SAIBE | 1.66% | 0.89% | 0.89% |
| Industria de Diseno TextilITX | 0.75% | 0.94% | 0.75% |
| Siemens AG-REGSIE | 2.36% | 0.74% | 0.74% |
| DBS Group HldgsDBS | 0.85% | 0.68% | 0.68% |
| Tokyo Electron8035 | 1.76% | 0.67% | 0.67% |
| ABB Ltd.-REGABBN | 1.80% | 0.64% | 0.64% |
| Commonw BK AustrCBA | 2.10% | 0.63% | 0.63% |
| Unilever PLCULVR | 1.35% | 0.63% | 0.63% |
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: NUDM, SEC Form N-PORT, July 31, 2026; DOL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | NUDM | DOL |
|---|---|---|
| Creative Planning | $4.0M | $199.9M |
| Morgan Stanley | $33.6M | $83.1M |
| Royal Bank of Canada | $52.9M | $22.8M |
| Bank of America Corp. | $31.6M | $15.0M |
| Cambridge Investment Research Advisors, Inc. | $37.9M | $462K |
| Envestnet Asset Management Inc. | $34.3M | $2.2M |
| JPMorgan Chase & Co | $11K | $27.4M |
| LPL Financial LLC | $7.9M | $18.8M |
| UBS Group AG | $10.9M | $5.9M |
| Commonwealth Equity Services, LLC | $1.8M | $9.3M |
| Ameritas Advisory Services, LLC | $11.0M | $48K |
| Cetera Investment Advisers | $5.1M | $4.5M |
| Osaic Holdings, Inc. | $2.2M | $5.5M |
| Raymond James Financial Inc. | $2.2M | $5.0M |
| MML Investors Services, LLC | $1.5M | $5.7M |
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: NUDM institutional holders, DOL institutional holders.
Frequently asked questions
How much do NUDM and DOL overlap?
26.9% by weight, with 80 holdings in common, using holdings for NUDM as of July 31, 2026 and DOL as of June 30, 2026. The largest shared position is NOVN.
Do institutions hold both NUDM and DOL?
41 Form 13F filers report positions in both, out of 223 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%.