NFEB vs NDEC overlap
29 institutions report holding both NFEB and NDEC.
NFEBNDEC
Pick 2 to 4 ETFs.
We don’t have holdings for NFEB, NDEC. 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.
29
institutions report holding both, of 64 holding any
NFEB72.5% of its 13F dollars, 55.8% of its 52 holders
NDEC66.9% of its 13F dollars, 70.7% of its 41 holders
Largest institutions holding both
| Firm | NFEB | NDEC |
|---|---|---|
| Commonwealth Equity Services, LLC | $12.0M | $4.5M |
| Raymond James Financial Inc. | $1.2M | $13.6M |
| Cetera Investment Advisers | $2.2M | $2.6M |
| LPL Financial LLC | $2.7M | $1.2M |
| Kestra Advisory Services, LLC | $3.0M | $755K |
| Osaic Holdings, Inc. | $1.2M | $1.7M |
| Susquehanna International Group, LLP | $1.3M | $1.4M |
| Diligent Investors, LLC | $1.7M | $683K |
| Harbour Investments, Inc. | $1.9M | $178K |
| Cambridge Investment Research Advisors, Inc. | $848K | $1.1M |
| Phoenix Financial Ltd. | $1.0M | $929K |
| TrustBank | $1.3M | $629K |
| MAI Capital Management | $1.0M | $750K |
| Envestnet Asset Management Inc. | $1.2M | $564K |
| Corrado Advisors, LLC | $252K | $1.4M |
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, NDEC institutional holders.
Frequently asked questions
Do institutions hold both NFEB and NDEC?
29 Form 13F filers report positions in both, out of 64 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%.