NULG vs BSVO overlap
NULG and BSVO 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: NULG, SEC Form N-PORT, July 31, 2026; BSVO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | NULG | BSVO |
|---|---|---|
| Focus Partners Advisor Solutions, LLC | $403K | $616.0M |
| LPL Financial LLC | $130.1M | $4.4M |
| JPMorgan Chase & Co | $114.4M | $5.7M |
| Envestnet Asset Management Inc. | $60.5M | $33.6M |
| Morgan Stanley | $66.6M | $247K |
| Cambridge Investment Research Advisors, Inc. | $56.1M | $1.4M |
| AQR Capital Management LLC | $470K | $28.9M |
| Goldman Sachs Group Inc. | $16.8M | $3.7M |
| EverSource Wealth Advisors, LLC | $12K | $19.7M |
| Cetera Investment Advisers | $13.4M | $421K |
| Wealth Enhancement Advisory Services, LLC | $9.6M | $1.5M |
| Mercer Global Advisors Inc. | $9.4M | $271K |
| Osaic Holdings, Inc. | $7.0M | $1.3M |
| Mariner, LLC | $3.1M | $5.1M |
| HighTower Advisors, LLC | $7.8M | $412K |
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: NULG institutional holders, BSVO institutional holders.
Frequently asked questions
How much do NULG and BSVO overlap?
0.0% by weight, with 0 holdings in common, using holdings for NULG as of July 31, 2026 and BSVO as of June 30, 2026.
Do institutions hold both NULG and BSVO?
47 Form 13F filers report positions in both, out of 410 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%.