NVBW vs KDEC overlap
18 institutions report holding both NVBW and KDEC.
NVBWKDEC
Pick 2 to 4 ETFs.
We don’t have holdings for NVBW, KDEC. 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.
18
institutions report holding both, of 101 holding any
NVBW59.0% of its 13F dollars, 36.0% of its 50 holders
KDEC34.7% of its 13F dollars, 26.1% of its 69 holders
Largest institutions holding both
| Firm | NVBW | KDEC |
|---|---|---|
| Commonwealth Equity Services, LLC | $8.4M | $3.4M |
| Osaic Holdings, Inc. | $6.3M | $1.6M |
| Cetera Investment Advisers | $5.8M | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $2.7M | $4.3M |
| Kestra Advisory Services, LLC | $5.9M | $1.1M |
| Creative Planning | $235K | $6.1M |
| LPL Financial LLC | $4.9M | $643K |
| Raymond James Financial Inc. | $3.7M | $771K |
| Susquehanna International Group, LLP | $813K | $1.9M |
| Old Mission Capital LLC | $1.1M | $1.4M |
| Harbour Investments, Inc. | $1.4M | $83K |
| HRT Financial LP | $267K | $528K |
| Citadel Advisors LLC | $419K | $211K |
| Grantvest Financial Group LLC | $263K | $367K |
| IFP Advisors, Inc | $437K | $121K |
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, KDEC institutional holders.
Frequently asked questions
Do institutions hold both NVBW and KDEC?
18 Form 13F filers report positions in both, out of 101 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%.