NBCM vs BRRR overlap
2 institutions report holding both NBCM and BRRR.
NBCMBRRR
Pick 2 to 4 ETFs.
We don’t have holdings for BRRR. 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 44 holding any
NBCM0.5% of its 13F dollars, 6.9% of its 29 holders
BRRR0.2% of its 13F dollars, 11.8% of its 17 holders
Largest institutions holding both
| Firm | NBCM | BRRR |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $1.4M | $738K |
| Royal Bank of Canada | $50K | $0 |
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: NBCM institutional holders, BRRR institutional holders.
Frequently asked questions
Do institutions hold both NBCM and BRRR?
2 Form 13F filers report positions in both, out of 44 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%.