NBOS vs CMDY overlap
13 institutions report holding both NBOS and CMDY.
NBOSCMDY
Pick 2 to 4 ETFs.
We don’t have holdings for CMDY. 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.
13
institutions report holding both, of 112 holding any
NBOS12.8% of its 13F dollars, 27.7% of its 47 holders
CMDY13.5% of its 13F dollars, 16.7% of its 78 holders
Largest institutions holding both
| Firm | NBOS | CMDY |
|---|---|---|
| LPL Financial LLC | $15.9M | $8.6M |
| Osaic Holdings, Inc. | $4.9M | $9.6M |
| Proficio Capital Partners LLC | $5.8M | $7.4M |
| Raymond James Financial Inc. | $3.7M | $5.3M |
| JPMorgan Chase & Co | $678K | $6.9M |
| Fifth Third Securities, Inc. | $2.8M | $474K |
| UBS Group AG | $2.6M | $36K |
| Cambridge Investment Research Advisors, Inc. | $594K | $2.0M |
| MML Investors Services, LLC | $1.6M | $595K |
| Commonwealth Equity Services, LLC | $241K | $283K |
| Harbour Investments, Inc. | $428K | $18K |
| NewEdge Advisors, LLC | $28K | $36K |
| Key Capital Management, INC | $5K | $6K |
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: NBOS institutional holders, CMDY institutional holders.
Frequently asked questions
Do institutions hold both NBOS and CMDY?
13 Form 13F filers report positions in both, out of 112 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%.