JULT vs INOV overlap
12 institutions report holding both JULT and INOV.
JULTINOV
Pick 2 to 4 ETFs.
We don’t have holdings for JULT, INOV. 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.
12
institutions report holding both, of 79 holding any
JULT50.7% of its 13F dollars, 27.3% of its 44 holders
INOV27.6% of its 13F dollars, 25.5% of its 47 holders
Largest institutions holding both
| Firm | JULT | INOV |
|---|---|---|
| Commonwealth Equity Services, LLC | $5.9M | $2.2M |
| Osaic Holdings, Inc. | $4.3M | $875K |
| LPL Financial LLC | $3.2M | $817K |
| Susquehanna International Group, LLP | $1.3M | $2.5M |
| Cetera Investment Advisers | $1.8M | $1.1M |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $702K |
| Kestra Advisory Services, LLC | $345K | $1.2M |
| Old Mission Capital LLC | $459K | $459K |
| AdvisorNet Financial, Inc | $48K | $519K |
| Harbour Investments, Inc. | $375K | $59K |
| Wealth Enhancement Advisory Services, LLC | $276K | $29K |
| Farther Finance Advisors, LLC | $30K | $1K |
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: JULT institutional holders, INOV institutional holders.
Frequently asked questions
Do institutions hold both JULT and INOV?
12 Form 13F filers report positions in both, out of 79 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%.