NDIV vs BNDD overlap
1 institutions report holding both NDIV and BNDD.
NDIVBNDD
Pick 2 to 4 ETFs.
We don’t have holdings for NDIV. 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.
1
institutions report holding both, of 26 holding any
NDIV0.0% of its 13F dollars, 7.7% of its 13 holders
BNDD0.1% of its 13F dollars, 7.1% of its 14 holders
Largest institutions holding both
| Firm | NDIV | BNDD |
|---|---|---|
| Wells Fargo & Company | $10 | $9K |
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: NDIV institutional holders, BNDD institutional holders.
Frequently asked questions
Do institutions hold both NDIV and BNDD?
1 Form 13F filers report positions in both, out of 26 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%.