NJAN vs FNOV overlap
52 institutions report holding both NJAN and FNOV.
NJANFNOV
Pick 2 to 4 ETFs.
We don’t have holdings for NJAN, FNOV. 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.
52
institutions report holding both, of 219 holding any
NJAN74.0% of its 13F dollars, 44.4% of its 117 holders
FNOV65.0% of its 13F dollars, 33.8% of its 154 holders
Largest institutions holding both
| Firm | NJAN | FNOV |
|---|---|---|
| Osaic Holdings, Inc. | $24.4M | $14.3M |
| Janney Montgomery Scott LLC | $27.4M | $2.3M |
| Mutual Advisors, LLC | $28.3M | $845K |
| Envestnet Asset Management Inc. | $2.3M | $25.4M |
| Cetera Investment Advisers | $7.4M | $19.3M |
| NewEdge Advisors, LLC | $24.5M | $696K |
| LPL Financial LLC | $5.3M | $18.5M |
| Assetmark, Inc. | $15K | $16.4M |
| Raymond James Financial Inc. | $3.0M | $13.3M |
| Commonwealth Equity Services, LLC | $6.9M | $8.2M |
| Truist Financial Corp. | $12.3M | $1.0M |
| Cambridge Investment Research Advisors, Inc. | $8.0M | $3.5M |
| Kestra Advisory Services, LLC | $6.7M | $3.8M |
| Cornerstone Wealth, LLC | $8.1M | $391K |
| MAI Capital Management | $8.0M | $286K |
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: NJAN institutional holders, FNOV institutional holders.
Frequently asked questions
Do institutions hold both NJAN and FNOV?
52 Form 13F filers report positions in both, out of 219 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%.