NVBT vs AOCT overlap
11 institutions report holding both NVBT and AOCT.
NVBTAOCT
Pick 2 to 4 ETFs.
We don’t have holdings for NVBT, AOCT. 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.
11
institutions report holding both, of 50 holding any
NVBT73.3% of its 13F dollars, 42.3% of its 26 holders
AOCT47.1% of its 13F dollars, 31.4% of its 35 holders
Largest institutions holding both
| Firm | NVBT | AOCT |
|---|---|---|
| Raymond James Financial Inc. | $4.5M | $3.1M |
| Commonwealth Equity Services, LLC | $2.4M | $2.8M |
| LPL Financial LLC | $2.7M | $262K |
| Osaic Holdings, Inc. | $2.5M | $101K |
| Susquehanna International Group, LLP | $522K | $1.8M |
| Cetera Investment Advisers | $1.3M | $612K |
| Old Mission Capital LLC | $589K | $561K |
| Citadel Advisors LLC | $792K | $216K |
| AE Wealth Management LLC | $2K | $318K |
| Barclays PLC | $3K | $201K |
| IFP Advisors, Inc | $4K | $16K |
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: NVBT institutional holders, AOCT institutional holders.
Frequently asked questions
Do institutions hold both NVBT and AOCT?
11 Form 13F filers report positions in both, out of 50 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%.