★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Antique route map of roads converging on a single obelisk crossroads

Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Mariner, LLC ⇄ Bank of New York Mellon Corp

60Shared positions
50.0%Name overlap (Jaccard)
15+Only Mariner, LLC
15+Only Bank of New…

Shared holdings · Q2 2026

SecurityMariner, LLC weightBank of New York… weight
NVDA NVIDIA Corporation 5.5% 5.0%
AAPL Apple Inc. 5.5% 4.2%
IVV iShares Core S&P 500 ETF 4.4% 1.7%
MSFT Microsoft Corporation 2.1% 3.3%
AMZN Amazon.com, Inc. 1.6% 2.7%
GOOGL Alphabet Inc. 1.7% 2.3%
AVGO Broadcom Inc. 1.4% 1.7%
VEA Vanguard FTSE Developed… 2.8% 0.2%
GOOG Alphabet Inc. 0.9% 1.6%
MU Micron Technology, Inc. 1.1% 1.4%
JPM JPMorgan Chase & Co. 1.1% 1.2%
META Meta Platforms, Inc. 0.8% 1.3%
IJH iShares Core S&P Mid-Cap… 1.3% 0.8%
LLY Eli Lilly and Company 0.9% 0.9%
TSLA Tesla, Inc. 0.8% 1.0%
AGG iShares Core U.S.… 1.5% 0.1%
IEFA iShares Core MSCI EAFE ETF 1.0% 0.6%
BRK-B Berkshire Hathaway Inc. 0.7% 0.9%
SPY State Street SPDR S&P 500… 1.1% 0.3%
JNJ Johnson & Johnson 0.5% 0.9%
AMD Advanced Micro Devices… 0.4% 1.0%
AMAT Applied Materials, Inc. 0.5% 0.8%
VTV Vanguard Morningstar… 1.1% 0.1%
XONA.DE Exxon Mobil Corporation 0.4% 0.8%
VUG Vanguard Morningstar… 1.0% 0.1%
IUSB iShares Core Universal… 1.0% 0.1%
WMT Walmart Inc. 0.6% 0.5%
CSCO Cisco Systems, Inc. 0.3% 0.8%
IEMG iShares Core MSCI… 0.8% 0.3%
LRCX Lam Research Corporation 0.4% 0.6%
V Visa Inc. 0.4% 0.6%
GLW Corning Inc 0.8% 0.2%
VWO Vanguard FTSE Emerging… 0.9% 0.1%
GEV GE Vernova Inc. 0.6% 0.4%
TXN Texas Instruments… 0.2% 0.7%
UNH UnitedHealth Group… 0.2% 0.7%
MA Mastercard Incorporated 0.3% 0.6%
COST Costco Wholesale… 0.4% 0.5%
ABBV AbbVie Inc. 0.4% 0.5%
INTC Intel Corp. 0.2% 0.7%
TSM Taiwan Semiconductor… 0.3% 0.6%
CAT Caterpillar Inc. 0.3% 0.5%
VB Vanguard Morningstar… 0.7% 0.1%
VTI Vanguard Morningstar… 0.7% 0.1%
PG The Procter & Gamble… 0.4% 0.4%
KLAC KLA Corporation 0.4% 0.4%
VO Vanguard Morningstar… 0.7% 0.1%
QQQ Invesco QQQ Trust, Series… 0.8% 0.0%
MRK Merck & Co., Inc. 0.4% 0.4%
HD The Home Depot, Inc. 0.3% 0.5%
CRWD CrowdStrike Holdings, Inc. 0.5% 0.2%
CVX Chevron Corporation 0.3% 0.4%
SCHG Schwab U.S. Large-Cap… 0.7% 0.0%
C Citigroup Inc. 0.1% 0.5%
TJX The TJX Companies, Inc. 0.4% 0.3%
LIN Linde plc 0.2% 0.4%
GS The Goldman Sachs Group… 0.2% 0.4%
AMGN Amgen Inc. 0.4% 0.2%
KO The Coca-Cola Company 0.2% 0.5%
VOO Vanguard S&P 500 ETF 0.6% 0.0%

Distinctively Mariner, LLC

DFAE Dimensional -… 0.2%
PRF Invesco RAFI US 1000… 0.2%
IVOV 0.1%
IVOG 0.1%
PSQA 0.1%
GBIL Goldman Sachs Access… 0.1%
IFRA iShares U.S.… 0.1%
HFXI NYLI FTSE… 0.1%
DFAU Dimensional - US Core… 0.1%
IMTB 0.1%
IQLT iShares MSCI Intl… 0.1%
CMF iShares California… 0.1%
BOXX 0.1%
SCHZ Schwab U.S. Aggregate… 0.1%
VGSH Vanguard Short-Term… 0.0%

Distinctively Bank of New York…

BMOP BNY Mellon Municipal… 0.3%
BKMI BNY Mellon Municipal… 0.3%
AIZ Assurant, Inc. 0.2%
HUBB Hubbell Incorporated 0.1%
PKG Packaging Corporation… 0.1%
WST West Pharmaceutical… 0.1%
IDXX IDEXX Laboratories… 0.1%
EL The Estée Lauder… 0.1%
RRX Regal Rexnord… 0.1%
BKMS 0.1%
SFTX 0.1%
SFTY 0.1%
IR Ingersoll Rand Inc. 0.1%
PSA Public Storage 0.1%
MTZ MasTec, Inc. 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology