SROI vs NANC overlap
4 institutions report holding both SROI and NANC.
SROINANC
Pick 2 to 4 ETFs.
We don’t have holdings for SROI. 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.
4
institutions report holding both, of 59 holding any
SROI11.0% of its 13F dollars, 40.0% of its 10 holders
NANC17.6% of its 13F dollars, 7.5% of its 53 holders
Largest institutions holding both
| Firm | SROI | NANC |
|---|---|---|
| Citadel Advisors LLC | $242K | $1.2M |
| Osaic Holdings, Inc. | $690K | $22K |
| Harbour Investments, Inc. | $1K | $277K |
| UBS Group AG | $749 | $202 |
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: SROI institutional holders, NANC institutional holders.
Frequently asked questions
Do institutions hold both SROI and NANC?
4 Form 13F filers report positions in both, out of 59 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%.