NMB vs MMMA overlap
2 institutions report holding both NMB and MMMA.
NMBMMMA
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.
2
institutions report holding both, of 9 holding any
NMB3.2% of its 13F dollars, 25.0% of its 8 holders
MMMA2.5% of its 13F dollars, 66.7% of its 3 holders
Largest institutions holding both
| Firm | NMB | MMMA |
|---|---|---|
| Royal Bank of Canada | $708K | $770K |
| Jane Street Group, LLC | $954K | $512K |
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, MMMA institutional holders.
Frequently asked questions
Do institutions hold both NMB and MMMA?
2 Form 13F filers report positions in both, out of 9 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%.