NVBU vs DECM overlap
9 institutions report holding both NVBU and DECM.
NVBUDECM
Pick 2 to 4 ETFs.
We don’t have holdings for NVBU, DECM. 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.
9
institutions report holding both, of 54 holding any
NVBU16.9% of its 13F dollars, 37.5% of its 24 holders
DECM18.4% of its 13F dollars, 23.1% of its 39 holders
Largest institutions holding both
| Firm | NVBU | DECM |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.5M | $1.8M |
| Susquehanna International Group, LLP | $2.8M | $547K |
| Kestra Advisory Services, LLC | $235K | $2.0M |
| Harbour Investments, Inc. | $76K | $768K |
| Cetera Investment Advisers | $305K | $470K |
| Grantvest Financial Group LLC | $263K | $201K |
| AE Wealth Management LLC | $44K | $307K |
| JPMorgan Chase & Co | $255K | $16K |
| Osaic Holdings, Inc. | $39K | $53K |
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: NVBU institutional holders, DECM institutional holders.
Frequently asked questions
Do institutions hold both NVBU and DECM?
9 Form 13F filers report positions in both, out of 54 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%.