NVDU vs CAGE overlap
2 institutions report holding both NVDU and CAGE.
NVDUCAGE
Pick 2 to 4 ETFs.
We don’t have holdings for CAGE. 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 72 holding any
NVDU1.3% of its 13F dollars, 5.7% of its 35 holders
CAGE2.4% of its 13F dollars, 5.1% of its 39 holders
Largest institutions holding both
| Firm | NVDU | CAGE |
|---|---|---|
| Chicago Partners Investment Group LLC | $243K | $534K |
| Tucker Asset Management LLC | $70K | $17K |
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: NVDU institutional holders, CAGE institutional holders.
Frequently asked questions
Do institutions hold both NVDU and CAGE?
2 Form 13F filers report positions in both, out of 72 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%.