NUDM vs FLGB overlap
42 institutions report holding both NUDM and FLGB.
NUDMFLGB
Pick 2 to 4 ETFs.
We don’t have holdings for FLGB. 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.
42
institutions report holding both, of 215 holding any
NUDM55.7% of its 13F dollars, 26.9% of its 156 holders
FLGB68.6% of its 13F dollars, 41.6% of its 101 holders
Largest institutions holding both
| Firm | NUDM | FLGB |
|---|---|---|
| Bank of America Corp. | $31.6M | $288.9M |
| Wealthfront Advisers LLC | $65.9M | $465K |
| Royal Bank of Canada | $52.9M | $2.0M |
| Morgan Stanley | $33.6M | $11.4M |
| Envestnet Asset Management Inc. | $34.3M | $6.6M |
| Cambridge Investment Research Advisors, Inc. | $37.9M | $461K |
| Osaic Holdings, Inc. | $2.2M | $31.4M |
| UBS Group AG | $10.9M | $10.0M |
| LPL Financial LLC | $7.9M | $11.1M |
| EP Wealth Advisors, LLC | $4.9M | $6.1M |
| Assetmark, Inc. | $5.1M | $5.1M |
| Flow Traders U.S. LLC | $4.0M | $3.7M |
| Thrivent Financial for Lutherans | $6.1M | $285K |
| Cetera Investment Advisers | $5.1M | $223K |
| Jane Street Group, LLC | $1.9M | $786K |
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, FLGB institutional holders.
Frequently asked questions
Do institutions hold both NUDM and FLGB?
42 Form 13F filers report positions in both, out of 215 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%.