VXZ vs NUDV overlap
3 institutions report holding both VXZ and NUDV.
VXZNUDV
Pick 2 to 4 ETFs.
We don’t have holdings for VXZ. 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.
3
institutions report holding both, of 37 holding any
VXZ0.0% of its 13F dollars, 25.0% of its 12 holders
NUDV0.4% of its 13F dollars, 10.7% of its 28 holders
Largest institutions holding both
| Firm | VXZ | NUDV |
|---|---|---|
| Osaic Holdings, Inc. | $4K | $84K |
| Arax Advisory Partners | $5K | $24K |
| UBS Group AG | $959 | $2K |
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: VXZ institutional holders, NUDV institutional holders.
Frequently asked questions
Do institutions hold both VXZ and NUDV?
3 Form 13F filers report positions in both, out of 37 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%.