SPDN vs NVDY overlap
11 institutions report holding both SPDN and NVDY.
SPDNNVDY
Pick 2 to 4 ETFs.
We don’t have holdings for SPDN. 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.
11
institutions report holding both, of 130 holding any
SPDN5.3% of its 13F dollars, 19.6% of its 56 holders
NVDY18.0% of its 13F dollars, 12.9% of its 85 holders
Largest institutions holding both
| Firm | SPDN | NVDY |
|---|---|---|
| UBS Group AG | $28K | $12.3M |
| Jane Street Group, LLC | $2.0M | $4.9M |
| Mercer Global Advisors Inc. | $1.9M | $148K |
| LPL Financial LLC | $1.3M | $249K |
| StoneX Group Inc. | $189K | $132K |
| JPMorgan Chase & Co | $114 | $287K |
| Steward Partners Investment Advisory, LLC | $45K | $33K |
| Morgan Stanley | $17 | $22K |
| Farther Finance Advisors, LLC | $4K | $8K |
| Tower Research Capital LLC (TRC) | $1K | $4K |
| Wells Fargo & Company | $10 | $75 |
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: SPDN institutional holders, NVDY institutional holders.
Frequently asked questions
Do institutions hold both SPDN and NVDY?
11 Form 13F filers report positions in both, out of 130 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%.