NFEB vs FHDG overlap
8 institutions report holding both NFEB and FHDG.
NFEBFHDG
Pick 2 to 4 ETFs.
We don’t have holdings for NFEB, FHDG. 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.
8
institutions report holding both, of 72 holding any
NFEB37.5% of its 13F dollars, 15.4% of its 52 holders
FHDG6.1% of its 13F dollars, 28.6% of its 28 holders
Largest institutions holding both
| Firm | NFEB | FHDG |
|---|---|---|
| Commonwealth Equity Services, LLC | $12.0M | $258K |
| Kestra Advisory Services, LLC | $3.0M | $1.6M |
| Susquehanna International Group, LLP | $1.3M | $1.0M |
| Harbour Investments, Inc. | $1.9M | $89K |
| Osaic Holdings, Inc. | $1.2M | $37K |
| Old Mission Capital LLC | $684K | $204K |
| Capital Analysts, LLC | $127K | $117K |
| Creative Financial Designs Inc. | $191K | $22K |
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: NFEB institutional holders, FHDG institutional holders.
Frequently asked questions
Do institutions hold both NFEB and FHDG?
8 Form 13F filers report positions in both, out of 72 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%.