ONEY vs CERY overlap
26 institutions report holding both ONEY and CERY.
ONEYCERY
Pick 2 to 4 ETFs.
We don’t have holdings for CERY. 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.
26
institutions report holding both, of 223 holding any
ONEY40.1% of its 13F dollars, 21.7% of its 120 holders
CERY30.1% of its 13F dollars, 20.2% of its 129 holders
Largest institutions holding both
| Firm | ONEY | CERY |
|---|---|---|
| LPL Financial LLC | $76.0M | $57.8M |
| Cambridge Investment Research Advisors, Inc. | $89.7M | $8.5M |
| Envestnet Asset Management Inc. | $13.4M | $50.5M |
| Raymond James Financial Inc. | $21.9M | $11.2M |
| Assetmark, Inc. | $17K | $28.4M |
| Cetera Investment Advisers | $8.7M | $4.1M |
| Bank of America Corp. | $4.1M | $4.8M |
| Wells Fargo & Company | $750K | $8.0M |
| Northwestern Mutual Wealth Management Co | $7.7M | $50K |
| Steward Partners Investment Advisory, LLC | $7.2M | $33K |
| Osaic Holdings, Inc. | $4.1M | $783K |
| Harbour Investments, Inc. | $34K | $3.6M |
| MML Investors Services, LLC | $225K | $2.8M |
| Kestra Advisory Services, LLC | $2.3M | $636K |
| Capital Analysts, LLC | $1.8M | $3K |
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: ONEY institutional holders, CERY institutional holders.
Frequently asked questions
Do institutions hold both ONEY and CERY?
26 Form 13F filers report positions in both, out of 223 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%.