XBJA vs NVBW overlap
14 institutions report holding both XBJA and NVBW.
XBJANVBW
Pick 2 to 4 ETFs.
We don’t have holdings for XBJA, NVBW. 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.
14
institutions report holding both, of 81 holding any
XBJA49.4% of its 13F dollars, 31.1% of its 45 holders
NVBW47.4% of its 13F dollars, 28.0% of its 50 holders
Largest institutions holding both
| Firm | XBJA | NVBW |
|---|---|---|
| Cetera Investment Advisers | $11.6M | $5.8M |
| Osaic Holdings, Inc. | $4.2M | $6.3M |
| Commonwealth Equity Services, LLC | $2.0M | $8.4M |
| Old Mission Capital LLC | $7.8M | $1.1M |
| Kestra Advisory Services, LLC | $1.2M | $5.9M |
| Blue Bell Private Wealth Management, LLC | $6.2M | $71K |
| Raymond James Financial Inc. | $264K | $3.7M |
| Susquehanna International Group, LLP | $931K | $813K |
| Centaurus Financial, Inc. | $708K | $815K |
| Farther Finance Advisors, LLC | $8K | $637K |
| MML Investors Services, LLC | $200K | $365K |
| IFP Advisors, Inc | $32K | $437K |
| DHJJ Financial Advisors, Ltd. | $80K | $12K |
| AE Wealth Management LLC | $19K | $2K |
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: XBJA institutional holders, NVBW institutional holders.
Frequently asked questions
Do institutions hold both XBJA and NVBW?
14 Form 13F filers report positions in both, out of 81 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%.