NEMD vs INCO overlap
7 institutions report holding both NEMD and INCO.
NEMDINCO
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.
7
institutions report holding both, of 69 holding any
NEMD3.8% of its 13F dollars, 41.2% of its 17 holders
INCO37.3% of its 13F dollars, 11.9% of its 59 holders
Largest institutions holding both
| Firm | NEMD | INCO |
|---|---|---|
| Bank of America Corp. | $622K | $23.8M |
| Morgan Stanley | $2K | $6.9M |
| Jane Street Group, LLC | $761K | $3.6M |
| Commonwealth Equity Services, LLC | $207K | $4.2M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $1.8M |
| Envestnet Asset Management Inc. | $471K | $476K |
| UBS Group AG | $18K | $742K |
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, INCO institutional holders.
Frequently asked questions
Do institutions hold both NEMD and INCO?
7 Form 13F filers report positions in both, out of 69 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%.