UTSL vs NVDQ overlap
5 institutions report holding both UTSL and NVDQ.
UTSLNVDQ
Pick 2 to 4 ETFs.
We don’t have holdings for NVDQ. 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.
5
institutions report holding both, of 17 holding any
UTSL69.8% of its 13F dollars, 55.6% of its 9 holders
NVDQ61.1% of its 13F dollars, 38.5% of its 13 holders
Largest institutions holding both
| Firm | UTSL | NVDQ |
|---|---|---|
| Citadel Advisors LLC | $1.2M | $1.8M |
| Goldman Sachs Group Inc. | $2.1M | $339K |
| Tower Research Capital LLC (TRC) | $621K | $1.6M |
| GTS Securities LLC | $429K | $148K |
| UBS Group AG | $4K | $19K |
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: UTSL institutional holders, NVDQ institutional holders.
Frequently asked questions
Do institutions hold both UTSL and NVDQ?
5 Form 13F filers report positions in both, out of 17 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%.