URE vs NBIG overlap
1 institutions report holding both URE and NBIG.
URENBIG
Pick 2 to 4 ETFs.
We don’t have holdings for NBIG. 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.
1
institutions report holding both, of 20 holding any
URE12.2% of its 13F dollars, 7.7% of its 13 holders
NBIG40.4% of its 13F dollars, 12.5% of its 8 holders
Largest institutions holding both
| Firm | URE | NBIG |
|---|---|---|
| Citadel Advisors LLC | $384K | $1.3M |
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: URE institutional holders, NBIG institutional holders.
Frequently asked questions
Do institutions hold both URE and NBIG?
1 Form 13F filers report positions in both, out of 20 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%.