NUHY vs LODI overlap

NUHY and LODI overlap 0.0% by weight, across 0 shared holdings.

NUHYLODI

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

NUHY0.0% of the fund is in shared holdings, of 388

LODI0.0% of the fund is in shared holdings, of 203

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: NUHY, SEC Form N-PORT, July 31, 2026; LODI, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 75 holding any

NUHY37.6% of its 13F dollars, 6.6% of its 61 holders

LODI19.6% of its 13F dollars, 22.2% of its 18 holders

Largest institutions holding both

Firm	NUHY	LODI
LPL Financial LLC	$3.5M	$14.6M
Cambridge Investment Research Advisors, Inc.	$14.2M	$554K
Envestnet Asset Management Inc.	$11.9M	$436K
Osaic Holdings, Inc.	$177K	$239K

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: NUHY institutional holders, LODI institutional holders.

Frequently asked questions

How much do NUHY and LODI overlap?

0.0% by weight, with 0 holdings in common, using holdings for NUHY as of July 31, 2026 and LODI as of July 31, 2026.

Do institutions hold both NUHY and LODI?

4 Form 13F filers report positions in both, out of 75 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%.