NMB vs AHYB overlap
1 institutions report holding both NMB and AHYB.
NMBAHYB
Pick 2 to 4 ETFs.
We don’t have holdings for NMB. 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.
1
institutions report holding both, of 16 holding any
NMB1.4% of its 13F dollars, 12.5% of its 8 holders
AHYB91.1% of its 13F dollars, 11.1% of its 9 holders
Largest institutions holding both
| Firm | NMB | AHYB |
|---|---|---|
| Envestnet Asset Management Inc. | $706K | $48.7M |
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: NMB institutional holders, AHYB institutional holders.
Frequently asked questions
Do institutions hold both NMB and AHYB?
1 Form 13F filers report positions in both, out of 16 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%.