SUSL vs NTSX overlap
SUSL and NTSX overlap 46.5% by weight, across 235 shared holdings.
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Top shared holdings
| Holding | SUSL | NTSX | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 15.00% | 6.83% | 6.83% |
| Alphabet Inc.-aGOOGL | 6.47% | 5.91% | 5.91% |
| Microsoft Corp.MSFT | 9.29% | 3.78% | 3.78% |
| Tesla Inc.TSLA | 3.60% | 1.69% | 1.69% |
| ELI Lilly & CoLLY | 2.60% | 1.61% | 1.61% |
| ADV Micro DeviceAMD | 2.46% | 1.32% | 1.32% |
| VISA Inc.-Class aV | 1.61% | 0.93% | 0.93% |
| Intel Corp.INTC | 1.51% | 0.86% | 0.86% |
| Applied MaterialAMAT | 1.04% | 0.80% | 0.80% |
| Johnson&JohnsonJNJ | 1.59% | 0.79% | 0.79% |
| LAM ResearchLRCX | 1.17% | 0.75% | 0.75% |
| Caterpillar Inc.CAT | 1.20% | 0.68% | 0.68% |
| Mastercard Inc.-aMA | 1.22% | 0.65% | 0.65% |
| General ElectricGE | 1.00% | 0.55% | 0.55% |
| Procter & GamblePG | 0.98% | 0.48% | 0.48% |
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: SUSL, SEC Form N-PORT, May 31, 2026; NTSX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SUSL | NTSX |
|---|---|---|
| Mercer Global Advisors Inc. | $90.5M | $461K |
| FMR LLC | $64.4M | $1K |
| Wealthcare Advisory Partners LLC | $962K | $60.9M |
| JPMorgan Chase & Co | $55.7M | $5.4M |
| Royal Bank of Canada | $50.6M | $312K |
| OneDigital Investment Advisors LLC | $10.3M | $36.1M |
| Wealth Enhancement Advisory Services, LLC | $26.6M | $19.4M |
| Cetera Investment Advisers | $2.1M | $32.7M |
| LPL Financial LLC | $5.5M | $22.5M |
| Creative Planning | $26.4M | $306K |
| AQR Capital Management LLC | $368K | $14.4M |
| Commonwealth Equity Services, LLC | $6.5M | $2.9M |
| Osaic Holdings, Inc. | $3.9M | $4.9M |
| Kestra Advisory Services, LLC | $385K | $7.6M |
| Quantinno Capital Management LP | $6.7M | $385K |
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: SUSL institutional holders, NTSX institutional holders.
Frequently asked questions
How much do SUSL and NTSX overlap?
46.5% by weight, with 235 holdings in common, using holdings for SUSL as of May 31, 2026 and NTSX as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both SUSL and NTSX?
43 Form 13F filers report positions in both, out of 264 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%.