NMAY vs APRT overlap
14 institutions report holding both NMAY and APRT.
NMAYAPRT
Pick 2 to 4 ETFs.
We don’t have holdings for NMAY, APRT. 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.
14
institutions report holding both, of 65 holding any
NMAY50.7% of its 13F dollars, 31.1% of its 45 holders
APRT67.2% of its 13F dollars, 41.2% of its 34 holders
Largest institutions holding both
| Firm | NMAY | APRT |
|---|---|---|
| Raymond James Financial Inc. | $6.2M | $1.8M |
| LPL Financial LLC | $2.0M | $4.3M |
| Commonwealth Equity Services, LLC | $1.1M | $4.5M |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $3.6M |
| Susquehanna International Group, LLP | $2.3M | $2.2M |
| Osaic Holdings, Inc. | $420K | $3.4M |
| Cetera Investment Advisers | $1.2M | $2.5M |
| AE Wealth Management LLC | $1.2M | $2K |
| Old Mission Capital LLC | $900K | $214K |
| Envestnet Asset Management Inc. | $274K | $510K |
| Kestra Advisory Services, LLC | $503K | $201K |
| Independent Financial Group, LLC | $341K | $240K |
| Harbour Investments, Inc. | $164K | $270K |
| AdvisorNet Financial, Inc | $66K | $60K |
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: NMAY institutional holders, APRT institutional holders.
Frequently asked questions
Do institutions hold both NMAY and APRT?
14 Form 13F filers report positions in both, out of 65 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%.