RBLU vs NFXL overlap
2 institutions report holding both RBLU and NFXL.
RBLUNFXL
Pick 2 to 4 ETFs.
We don’t have holdings for RBLU. 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.
2
institutions report holding both, of 14 holding any
RBLU28.7% of its 13F dollars, 28.6% of its 7 holders
NFXL35.6% of its 13F dollars, 22.2% of its 9 holders
Largest institutions holding both
| Firm | RBLU | NFXL |
|---|---|---|
| Citadel Advisors LLC | $451K | $350K |
| SBI Securities Co., Ltd. | $3K | $224K |
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: RBLU institutional holders, NFXL institutional holders.
Frequently asked questions
Do institutions hold both RBLU and NFXL?
2 Form 13F filers report positions in both, out of 14 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%.