YJUN vs NVBW overlap
18 institutions report holding both YJUN and NVBW.
YJUNNVBW
Pick 2 to 4 ETFs.
We don’t have holdings for YJUN, 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.
18
institutions report holding both, of 101 holding any
YJUN51.7% of its 13F dollars, 26.1% of its 69 holders
NVBW58.1% of its 13F dollars, 36.0% of its 50 holders
Largest institutions holding both
| Firm | YJUN | NVBW |
|---|---|---|
| Cetera Investment Advisers | $8.5M | $5.8M |
| Commonwealth Equity Services, LLC | $4.5M | $8.4M |
| Raymond James Financial Inc. | $7.7M | $3.7M |
| Osaic Holdings, Inc. | $2.8M | $6.3M |
| LPL Financial LLC | $2.8M | $4.9M |
| Kestra Advisory Services, LLC | $1.6M | $5.9M |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $2.7M |
| Susquehanna International Group, LLP | $1.7M | $813K |
| Harbour Investments, Inc. | $779K | $1.4M |
| IFP Advisors, Inc | $1.3M | $437K |
| Farther Finance Advisors, LLC | $228K | $637K |
| Avidian Wealth Enterprises, LLC | $421K | $389K |
| Wealth Enhancement Advisory Services, LLC | $327K | $416K |
| DHJJ Financial Advisors, Ltd. | $416K | $12K |
| Capital Investment Advisory Services, LLC | $179K | $29K |
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: YJUN institutional holders, NVBW institutional holders.
Frequently asked questions
Do institutions hold both YJUN and NVBW?
18 Form 13F filers report positions in both, out of 101 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%.