NTRL vs CVRT overlap
4 institutions report holding both NTRL and CVRT.
NTRLCVRT
Pick 2 to 4 ETFs.
We don’t have holdings for NTRL, CVRT. 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 44 holding any
NTRL22.2% of its 13F dollars, 13.3% of its 30 holders
CVRT15.1% of its 13F dollars, 22.2% of its 18 holders
Largest institutions holding both
| Firm | NTRL | CVRT |
|---|---|---|
| LPL Financial LLC | $2.6M | $207K |
| Osaic Holdings, Inc. | $135K | $1.4M |
| Envestnet Asset Management Inc. | $211K | $448K |
| UBS Group AG | $23K | $360 |
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: NTRL institutional holders, CVRT institutional holders.
Frequently asked questions
Do institutions hold both NTRL and CVRT?
4 Form 13F filers report positions in both, out of 44 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%.