NBIL vs BEX overlap
3 institutions report holding both NBIL and BEX.
NBILBEX
Pick 2 to 4 ETFs.
We don’t have holdings for NBIL, BEX. 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 23 holding any
NBIL38.4% of its 13F dollars, 23.1% of its 13 holders
BEX39.9% of its 13F dollars, 23.1% of its 13 holders
Largest institutions holding both
| Firm | NBIL | BEX |
|---|---|---|
| Optiver Holding B.V. | $2.2M | $3.1M |
| GTS Securities LLC | $1.8M | $1.7M |
| Susquehanna International Group, LLP | $1.5M | $1.1M |
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: NBIL institutional holders, BEX institutional holders.
Frequently asked questions
Do institutions hold both NBIL and BEX?
3 Form 13F filers report positions in both, out of 23 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%.