NULC vs LKOR overlap

NULC and LKOR overlap 0.0% by weight, across 0 shared holdings.

NULCLKOR

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

NULC0.0% of the fund is in shared holdings, of 137

LKOR0.0% of the fund is in shared holdings, of 843

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: NULC, SEC Form N-PORT, July 31, 2026; LKOR, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 35 holding any

NULC14.1% of its 13F dollars, 23.8% of its 21 holders

LKOR13.7% of its 13F dollars, 26.3% of its 19 holders

Largest institutions holding both

Firm	NULC	LKOR
Jane Street Group, LLC	$810K	$1.2M
LPL Financial LLC	$793K	$595K
Osaic Holdings, Inc.	$436K	$214K
Private Advisor Group, LLC	$306K	$221K
CoreCap Advisors, LLC	$1K	$77K

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: NULC institutional holders, LKOR institutional holders.

Frequently asked questions

How much do NULC and LKOR overlap?

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

Do institutions hold both NULC and LKOR?

5 Form 13F filers report positions in both, out of 35 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%.