PBDE vs NMAY overlap
7 institutions report holding both PBDE and NMAY.
PBDENMAY
Pick 2 to 4 ETFs.
We don’t have holdings for PBDE, NMAY. 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.
7
institutions report holding both, of 57 holding any
PBDE31.0% of its 13F dollars, 36.8% of its 19 holders
NMAY28.1% of its 13F dollars, 15.6% of its 45 holders
Largest institutions holding both
| Firm | PBDE | NMAY |
|---|---|---|
| Raymond James Financial Inc. | $7.8M | $6.2M |
| Commonwealth Equity Services, LLC | $1.2M | $1.1M |
| Cetera Investment Advisers | $584K | $1.2M |
| Kestra Advisory Services, LLC | $945K | $503K |
| Envestnet Asset Management Inc. | $581K | $274K |
| DHJJ Financial Advisors, Ltd. | $64K | $362K |
| Creative Financial Designs Inc. | $15K | $310K |
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: PBDE institutional holders, NMAY institutional holders.
Frequently asked questions
Do institutions hold both PBDE and NMAY?
7 Form 13F filers report positions in both, out of 57 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%.