NEMD vs EMKT overlap
3 institutions report holding both NEMD and EMKT.
NEMDEMKT
Pick 2 to 4 ETFs.
We don’t have holdings for NEMD. 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 39 holding any
NEMD2.1% of its 13F dollars, 17.6% of its 17 holders
EMKT78.0% of its 13F dollars, 12.0% of its 25 holders
Largest institutions holding both
| Firm | NEMD | EMKT |
|---|---|---|
| Morgan Stanley | $2K | $81.9M |
| Captrust Financial Advisors | $1.6M | $5.0M |
| Jane Street Group, LLC | $761K | $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: NEMD institutional holders, EMKT institutional holders.
Frequently asked questions
Do institutions hold both NEMD and EMKT?
3 Form 13F filers report positions in both, out of 39 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%.