NVBU vs MARZ overlap
4 institutions report holding both NVBU and MARZ.
NVBUMARZ
Pick 2 to 4 ETFs.
We don’t have holdings for NVBU. 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 35 holding any
NVBU0.4% of its 13F dollars, 16.7% of its 24 holders
MARZ0.2% of its 13F dollars, 26.7% of its 15 holders
Largest institutions holding both
| Firm | NVBU | MARZ |
|---|---|---|
| Harbour Investments, Inc. | $76K | $40K |
| AE Wealth Management LLC | $44K | $26K |
| Elevated Capital Advisors, LLC | $7K | $11K |
| IFG Advisory, LLC | $6K | $110 |
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, MARZ institutional holders.
Frequently asked questions
Do institutions hold both NVBU and MARZ?
4 Form 13F filers report positions in both, out of 35 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%.