NUEM vs EFAX overlap
NUEM and EFAX 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: NUEM, SEC Form N-PORT, July 31, 2026; EFAX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | NUEM | EFAX |
|---|---|---|
| Betterment LLC | $232K | $79.8M |
| Wealthfront Advisers LLC | $37.9M | $228K |
| Bank of America Corp. | $11.7M | $13.8M |
| Morgan Stanley | $18.8M | $92K |
| Envestnet Asset Management Inc. | $15.5M | $205K |
| LPL Financial LLC | $8.9M | $6.6M |
| Rockefeller Capital Management L.P. | $38K | $9.0M |
| Jane Street Group, LLC | $3.5M | $2.8M |
| Royal Bank of Canada | $524K | $4.0M |
| UBS Group AG | $3.8M | $21K |
| Mercer Global Advisors Inc. | $301K | $3.3M |
| Creative Planning | $2.4M | $380K |
| Commonwealth Equity Services, LLC | $2.2M | $388K |
| JPMorgan Chase & Co | $1.2M | $989K |
| Osaic Holdings, Inc. | $1.2M | $876K |
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: NUEM institutional holders, EFAX institutional holders.
Frequently asked questions
How much do NUEM and EFAX overlap?
0.0% by weight, with 0 holdings in common, using holdings for NUEM as of July 31, 2026 and EFAX as of June 30, 2026.
Do institutions hold both NUEM and EFAX?
29 Form 13F filers report positions in both, out of 188 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%.