YMAR vs NMAR overlap
18 institutions report holding both YMAR and NMAR.
YMARNMAR
Pick 2 to 4 ETFs.
We don’t have holdings for YMAR, NMAR. 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 96 holding any
YMAR37.2% of its 13F dollars, 26.1% of its 69 holders
NMAR24.5% of its 13F dollars, 40.0% of its 45 holders
Largest institutions holding both
| Firm | YMAR | NMAR |
|---|---|---|
| Commonwealth Equity Services, LLC | $10.8M | $1.6M |
| Cetera Investment Advisers | $3.3M | $4.9M |
| Raymond James Financial Inc. | $5.4M | $758K |
| Susquehanna International Group, LLP | $273K | $4.3M |
| Cresset Asset Management, LLC | $437K | $3.4M |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $594K |
| LPL Financial LLC | $1.4M | $1.3M |
| Osaic Holdings, Inc. | $1.6M | $688K |
| Kestra Advisory Services, LLC | $1.1M | $480K |
| Janney Montgomery Scott LLC | $1.3M | $220K |
| Old Mission Capital LLC | $987K | $388K |
| Envestnet Asset Management Inc. | $491K | $641K |
| Diligent Investors, LLC | $400K | $461K |
| DHJJ Financial Advisors, Ltd. | $293K | $261K |
| IFP Advisors, Inc | $188K | $129K |
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: YMAR institutional holders, NMAR institutional holders.
Frequently asked questions
Do institutions hold both YMAR and NMAR?
18 Form 13F filers report positions in both, out of 96 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%.