TPSC vs NUMG overlap
TPSC and NUMG overlap 0.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | TPSC | NUMG | Overlap |
|---|---|---|---|
| Lumentum HOLLITE | 0.08% | 3.17% | 0.08% |
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: TPSC, SEC Form N-PORT, June 30, 2026; NUMG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | TPSC | NUMG |
|---|---|---|
| LPL Financial LLC | $45.1M | $12.0M |
| Morgan Stanley | $192 | $42.3M |
| Ameriprise Financial Inc. | $9.6M | $9.8M |
| Creative Financial Designs Inc. | $14.5M | $7K |
| UBS Group AG | $520K | $9.5M |
| Commonwealth Equity Services, LLC | $1.3M | $7.6M |
| Jones Financial Companies LLLP | $2.8M | $5.2M |
| Wealth Enhancement Advisory Services, LLC | $5.7M | $409K |
| Assetmark, Inc. | $5.9M | $1K |
| Cetera Investment Advisers | $1.9M | $3.8M |
| Raymond James Financial Inc. | $843K | $4.2M |
| EverSource Wealth Advisors, LLC | $5.0M | $2K |
| Goldman Sachs Group Inc. | $2.8M | $1.4M |
| Envestnet Asset Management Inc. | $1.3M | $2.9M |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $1.2M |
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: TPSC institutional holders, NUMG institutional holders.
Frequently asked questions
How much do TPSC and NUMG overlap?
0.1% by weight, with 1 holdings in common, using holdings for TPSC as of June 30, 2026 and NUMG as of July 31, 2026. The largest shared position is LITE.
Do institutions hold both TPSC and NUMG?
38 Form 13F filers report positions in both, out of 192 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%.