TDTF vs NBSD overlap
TDTF and NBSD 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: TDTF, SEC Form N-PORT, July 31, 2026; NBSD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TDTF | NBSD |
|---|---|---|
| Morgan Stanley | $4.6M | $262.4M |
| LPL Financial LLC | $3.4M | $103.9M |
| Raymond James Financial Inc. | $447K | $98.7M |
| Bank of America Corp. | $2.7M | $88.0M |
| Ameriprise Financial Inc. | $19.4M | $22.5M |
| Integrated Wealth Concepts LLC | $7K | $35.3M |
| UBS Group AG | $10.4M | $16.1M |
| Cambridge Investment Research Advisors, Inc. | $3.6M | $10.5M |
| Osaic Holdings, Inc. | $771K | $12.8M |
| Cetera Investment Advisers | $7.1M | $646K |
| Jones Financial Companies LLLP | $322K | $6.4M |
| Wells Fargo & Company | $5.0M | $61K |
| Citadel Advisors LLC | $734K | $4.3M |
| Goldman Sachs Group Inc. | $1.7M | $2.2M |
| Rockefeller Capital Management L.P. | $2.2M | $1.4M |
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: TDTF institutional holders, NBSD institutional holders.
Frequently asked questions
How much do TDTF and NBSD overlap?
0.0% by weight, with 0 holdings in common, using holdings for TDTF as of July 31, 2026 and NBSD as of July 31, 2026.
Do institutions hold both TDTF and NBSD?
24 Form 13F filers report positions in both, out of 129 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%.