NVYY vs IBX overlap
3 institutions report holding both NVYY and IBX.
NVYYIBX
Pick 2 to 4 ETFs.
We don’t have holdings for NVYY, IBX. 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.
3
institutions report holding both, of 12 holding any
NVYY54.1% of its 13F dollars, 42.9% of its 7 holders
IBX67.4% of its 13F dollars, 37.5% of its 8 holders
Largest institutions holding both
| Firm | NVYY | IBX |
|---|---|---|
| Citadel Advisors LLC | $280K | $914K |
| Susquehanna International Group, LLP | $644K | $220K |
| Simplex Trading, LLC | $32K | $47K |
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: NVYY institutional holders, IBX institutional holders.
Frequently asked questions
Do institutions hold both NVYY and IBX?
3 Form 13F filers report positions in both, out of 12 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%.