OAEM vs NEMD overlap
4 institutions report holding both OAEM and NEMD.
OAEMNEMD
Pick 2 to 4 ETFs.
We don’t have holdings for NEMD. 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.
4
institutions report holding both, of 44 holding any
OAEM5.9% of its 13F dollars, 12.9% of its 31 holders
NEMD3.1% of its 13F dollars, 23.5% of its 17 holders
Largest institutions holding both
| Firm | OAEM | NEMD |
|---|---|---|
| Jane Street Group, LLC | $2.9M | $761K |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $2.2M |
| Envestnet Asset Management Inc. | $2.4M | $471K |
| UBS Group AG | $15K | $18K |
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: OAEM institutional holders, NEMD institutional holders.
Frequently asked questions
Do institutions hold both OAEM and NEMD?
4 Form 13F filers report positions in both, out of 44 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%.