NMB vs FTNY overlap
4 institutions report holding both NMB and FTNY.
NMBFTNY
Pick 2 to 4 ETFs.
We don’t have holdings for NMB, FTNY. 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.
4
institutions report holding both, of 71 holding any
NMB11.6% of its 13F dollars, 50.0% of its 8 holders
FTNY9.2% of its 13F dollars, 6.0% of its 67 holders
Largest institutions holding both
| Firm | NMB | FTNY |
|---|---|---|
| Jane Street Group, LLC | $954K | $3.1M |
| JPMorgan Chase & Co | $3.7M | $12K |
| Envestnet Asset Management Inc. | $706K | $1.0M |
| Royal Bank of Canada | $708K | $713K |
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, FTNY institutional holders.
Frequently asked questions
Do institutions hold both NMB and FTNY?
4 Form 13F filers report positions in both, out of 71 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%.