NCIQ vs ETHV overlap
2 institutions report holding both NCIQ and ETHV.
NCIQETHV
Pick 2 to 4 ETFs.
We don’t have holdings for NCIQ, ETHV. 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 33 holding any
NCIQ0.4% of its 13F dollars, 12.5% of its 16 holders
ETHV0.8% of its 13F dollars, 10.5% of its 19 holders
Largest institutions holding both
| Firm | NCIQ | ETHV |
|---|---|---|
| North Star Investment Management Corp. | $12K | $36K |
| Farther Finance Advisors, LLC | $12K | $15K |
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: NCIQ institutional holders, ETHV institutional holders.
Frequently asked questions
Do institutions hold both NCIQ and ETHV?
2 Form 13F filers report positions in both, out of 33 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%.