SEMI vs NIKL overlap
3 institutions report holding both SEMI and NIKL.
SEMINIKL
Pick 2 to 4 ETFs.
We don’t have holdings for NIKL. 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 48 holding any
SEMI38.0% of its 13F dollars, 11.5% of its 26 holders
NIKL10.5% of its 13F dollars, 12.0% of its 25 holders
Largest institutions holding both
| Firm | SEMI | NIKL |
|---|---|---|
| Cetera Investment Advisers | $3.4M | $1.3M |
| Cambridge Investment Research Advisors, Inc. | $2.5M | $282K |
| Morgan Stanley | $3K | $80K |
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: SEMI institutional holders, NIKL institutional holders.
Frequently asked questions
Do institutions hold both SEMI and NIKL?
3 Form 13F filers report positions in both, out of 48 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%.