NVDD vs ANEL overlap
2 institutions report holding both NVDD and ANEL.
NVDDANEL
Pick 2 to 4 ETFs.
We don’t have holdings for NVDD. 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.
2
institutions report holding both, of 16 holding any
NVDD25.6% of its 13F dollars, 20.0% of its 10 holders
ANEL46.3% of its 13F dollars, 25.0% of its 8 holders
Largest institutions holding both
| Firm | NVDD | ANEL |
|---|---|---|
| Optiver Holding B.V. | $780K | $1.3M |
| UBS Group AG | $68 | $75K |
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: NVDD institutional holders, ANEL institutional holders.
Frequently asked questions
Do institutions hold both NVDD and ANEL?
2 Form 13F filers report positions in both, out of 16 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%.