NVPS vs NERD overlap
1 institutions report holding both NVPS and NERD.
NVPSNERD
Pick 2 to 4 ETFs.
We don’t have holdings for NVPS. 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.
1
institutions report holding both, of 13 holding any
NVPS14.3% of its 13F dollars, 50.0% of its 2 holders
NERD18.9% of its 13F dollars, 8.3% of its 12 holders
Largest institutions holding both
| Firm | NVPS | NERD |
|---|---|---|
| Jane Street Group, LLC | $229K | $302K |
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: NVPS institutional holders, NERD institutional holders.
Frequently asked questions
Do institutions hold both NVPS and NERD?
1 Form 13F filers report positions in both, out of 13 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%.