NBIG vs ANEL overlap
3 institutions report holding both NBIG and ANEL.
NBIGANEL
Pick 2 to 4 ETFs.
We don’t have holdings for NBIG. 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 13 holding any
NBIG3.0% of its 13F dollars, 37.5% of its 8 holders
ANEL44.6% of its 13F dollars, 37.5% of its 8 holders
Largest institutions holding both
| Firm | NBIG | ANEL |
|---|---|---|
| Optiver Holding B.V. | $89K | $1.3M |
| Hollencrest Capital Management | $318 | $21K |
| Osaic Holdings, Inc. | $4K | $1K |
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: NBIG institutional holders, ANEL institutional holders.
Frequently asked questions
Do institutions hold both NBIG and ANEL?
3 Form 13F filers report positions in both, out of 13 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%.