NUSA vs NUDV overlap
NUSA and NUDV 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: NUSA, SEC Form N-PORT, July 31, 2026; NUDV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | NUSA | NUDV |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $4.0M | $7.2M |
| Morgan Stanley | $3.8M | $67 |
| Commonwealth Equity Services, LLC | $417K | $673K |
| Osaic Holdings, Inc. | $287K | $84K |
| NewEdge Advisors, LLC | $12K | $237K |
| Allworth Financial LP | $2K | $4K |
| UBS Group AG | $185 | $2K |
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: NUSA institutional holders, NUDV institutional holders.
Frequently asked questions
How much do NUSA and NUDV overlap?
0.0% by weight, with 0 holdings in common, using holdings for NUSA as of July 31, 2026 and NUDV as of July 31, 2026.
Do institutions hold both NUSA and NUDV?
7 Form 13F filers report positions in both, out of 42 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%.