MBOX vs IVVM overlap
3 institutions report holding both MBOX and IVVM.
MBOXIVVM
Pick 2 to 4 ETFs.
We don’t have holdings for IVVM. 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 45 holding any
MBOX1.0% of its 13F dollars, 27.3% of its 11 holders
IVVM1.3% of its 13F dollars, 8.1% of its 37 holders
Largest institutions holding both
| Firm | MBOX | IVVM |
|---|---|---|
| Cetera Investment Advisers | $223K | $1.2M |
| HighTower Advisors, LLC | $715K | $448K |
| Royal Bank of Canada | $331K | $67K |
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: MBOX institutional holders, IVVM institutional holders.
Frequently asked questions
Do institutions hold both MBOX and IVVM?
3 Form 13F filers report positions in both, out of 45 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%.