NVBT vs FEBP overlap
4 institutions report holding both NVBT and FEBP.
NVBTFEBP
Pick 2 to 4 ETFs.
We don’t have holdings for NVBT, FEBP. 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 34 holding any
NVBT22.0% of its 13F dollars, 15.4% of its 26 holders
FEBP7.7% of its 13F dollars, 33.3% of its 12 holders
Largest institutions holding both
| Firm | NVBT | FEBP |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.4M | $813K |
| Cetera Investment Advisers | $1.3M | $464K |
| Kestra Advisory Services, LLC | $504K | $245K |
| Harbour Investments, Inc. | $389K | $78K |
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, FEBP institutional holders.
Frequently asked questions
Do institutions hold both NVBT and FEBP?
4 Form 13F filers report positions in both, out of 34 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%.