JUNP vs INOV overlap
7 institutions report holding both JUNP and INOV.
JUNPINOV
Pick 2 to 4 ETFs.
We don’t have holdings for JUNP, 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.
7
institutions report holding both, of 53 holding any
JUNP16.9% of its 13F dollars, 53.9% of its 13 holders
INOV14.6% of its 13F dollars, 14.9% of its 47 holders
Largest institutions holding both
| Firm | JUNP | INOV |
|---|---|---|
| Commonwealth Equity Services, LLC | $4.4M | $2.2M |
| Cetera Investment Advisers | $766K | $1.1M |
| Kestra Advisory Services, LLC | $406K | $1.2M |
| DHJJ Financial Advisors, Ltd. | $378K | $407K |
| Old Mission Capital LLC | $322K | $459K |
| Harbour Investments, Inc. | $134K | $59K |
| Steward Partners Investment Advisory, LLC | $51K | $101K |
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: JUNP institutional holders, INOV institutional holders.
Frequently asked questions
Do institutions hold both JUNP and INOV?
7 Form 13F filers report positions in both, out of 53 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%.