NMAY vs IMAY overlap
19 institutions report holding both NMAY and IMAY.
NMAYIMAY
Pick 2 to 4 ETFs.
We don’t have holdings for NMAY, IMAY. 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.
19
institutions report holding both, of 78 holding any
NMAY56.0% of its 13F dollars, 42.2% of its 45 holders
IMAY44.0% of its 13F dollars, 36.5% of its 52 holders
Largest institutions holding both
| Firm | NMAY | IMAY |
|---|---|---|
| Raymond James Financial Inc. | $6.2M | $1.6M |
| LPL Financial LLC | $2.0M | $1.7M |
| Jefferies Financial Group Inc. | $1.5M | $2.2M |
| Commonwealth Equity Services, LLC | $1.1M | $1.7M |
| Susquehanna International Group, LLP | $2.3M | $383K |
| Cetera Investment Advisers | $1.2M | $1.3M |
| Diligent Investors, LLC | $1.2M | $1.2M |
| Truist Financial Corp. | $334K | $1.6M |
| Osaic Holdings, Inc. | $420K | $1.5M |
| Kestra Advisory Services, LLC | $503K | $925K |
| Cornerstone Wealth, LLC | $870K | $238K |
| Integrity Advisory Solutions, LLC | $635K | $332K |
| DHJJ Financial Advisors, Ltd. | $362K | $380K |
| Ashton Thomas Private Wealth, LLC | $521K | $20K |
| Harbour Investments, Inc. | $164K | $329K |
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, IMAY institutional holders.
Frequently asked questions
Do institutions hold both NMAY and IMAY?
19 Form 13F filers report positions in both, out of 78 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%.