URSP vs NVDX overlap
2 institutions report holding both URSP and NVDX.
URSPNVDX
Pick 2 to 4 ETFs.
We don’t have holdings for NVDX. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
2
institutions report holding both, of 27 holding any
URSP42.6% of its 13F dollars, 28.6% of its 7 holders
NVDX22.4% of its 13F dollars, 9.1% of its 22 holders
Largest institutions holding both
| Firm | URSP | NVDX |
|---|---|---|
| Goldman Sachs Group Inc. | $6.4M | $3.3M |
| Susquehanna International Group, LLP | $580K | $329K |
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: URSP institutional holders, NVDX institutional holders.
Frequently asked questions
Do institutions hold both URSP and NVDX?
2 Form 13F filers report positions in both, out of 27 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%.