NVBW vs JULU overlap
19 institutions report holding both NVBW and JULU.
NVBWJULU
Pick 2 to 4 ETFs.
We don’t have holdings for NVBW, JULU. 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.
19
institutions report holding both, of 70 holding any
NVBW59.0% of its 13F dollars, 38.0% of its 50 holders
JULU35.0% of its 13F dollars, 48.7% of its 39 holders
Largest institutions holding both
| Firm | NVBW | JULU |
|---|---|---|
| Allianz SE | $6.8M | $14.0M |
| Commonwealth Equity Services, LLC | $8.4M | $5.4M |
| Osaic Holdings, Inc. | $6.3M | $1.7M |
| Kestra Advisory Services, LLC | $5.9M | $612K |
| Cetera Investment Advisers | $5.8M | $477K |
| Raymond James Financial Inc. | $3.7M | $368K |
| World Investment Advisors | $927K | $516K |
| Harbour Investments, Inc. | $1.4M | $21K |
| Susquehanna International Group, LLP | $813K | $515K |
| Centaurus Financial, Inc. | $815K | $132K |
| Grantvest Financial Group LLC | $263K | $445K |
| Farther Finance Advisors, LLC | $637K | $30K |
| IFP Advisors, Inc | $437K | $197K |
| AE Wealth Management LLC | $2K | $608K |
| HRT Financial LP | $267K | $271K |
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: NVBW institutional holders, JULU institutional holders.
Frequently asked questions
Do institutions hold both NVBW and JULU?
19 Form 13F filers report positions in both, out of 70 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%.