NULV vs JMOM overlap
NULV and JMOM overlap 17.2% by weight, across 36 shared holdings.
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Top shared holdings
| Holding | NULV | JMOM | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 8.74% | 1.98% | 1.98% |
| META Platforms-aMETA | 3.55% | 1.56% | 1.56% |
| Abbvie Inc.ABBV | 1.89% | 1.07% | 1.07% |
| Goldman Sachs GPGS | 1.57% | 0.99% | 0.99% |
| Morgan StanleyMS | 2.04% | 0.84% | 0.84% |
| Citigroup Inc.C | 2.00% | 0.80% | 0.80% |
| Analog DevicesADI | 1.41% | 0.65% | 0.65% |
| IBMIBM | 1.35% | 0.63% | 0.63% |
| Eaton Corp. PLCETN | 1.52% | 0.63% | 0.63% |
| Gilead SciencesGILD | 1.57% | 0.60% | 0.60% |
| American ExpressAXP | 1.49% | 0.59% | 0.59% |
| At&T Inc.T | 0.84% | 0.56% | 0.56% |
| Bank NY MellonBNY | 1.69% | 0.51% | 0.51% |
| Parker HannifinPH | 1.55% | 0.46% | 0.46% |
| 3M CoMMM | 1.36% | 0.42% | 0.42% |
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: NULV, SEC Form N-PORT, July 31, 2026; JMOM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | NULV | JMOM |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $1.3M | $809.0M |
| Bank of America Corp. | $590.1M | $4.6M |
| JPMorgan Chase & Co | $111.2M | $65.0M |
| LPL Financial LLC | $96.3M | $71.7M |
| Equitable Holdings, Inc. | $3.6M | $121.5M |
| Morgan Stanley | $64.7M | $440K |
| Commonwealth Equity Services, LLC | $60.4M | $2.1M |
| Envestnet Asset Management Inc. | $55.0M | $1.9M |
| Cambridge Investment Research Advisors, Inc. | $45.3M | $1.1M |
| EP Wealth Advisors, LLC | $11.8M | $33.0M |
| UBS Group AG | $26.6M | $32K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $20.1M | $1.7M |
| Raymond James Financial Inc. | $12.3M | $2.8M |
| Savant Capital, LLC | $7.8M | $6.8M |
| Cetera Investment Advisers | $9.3M | $3.5M |
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: NULV institutional holders, JMOM institutional holders.
Frequently asked questions
How much do NULV and JMOM overlap?
17.2% by weight, with 36 holdings in common, using holdings for NULV as of July 31, 2026 and JMOM as of July 31, 2026. The largest shared position is MSFT.
Do institutions hold both NULV and JMOM?
64 Form 13F filers report positions in both, out of 375 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%.