NOCT vs GNOV overlap
38 institutions report holding both NOCT and GNOV.
NOCTGNOV
Pick 2 to 4 ETFs.
We don’t have holdings for NOCT, GNOV. 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.
38
institutions report holding both, of 173 holding any
NOCT60.1% of its 13F dollars, 35.9% of its 106 holders
GNOV64.3% of its 13F dollars, 36.2% of its 105 holders
Largest institutions holding both
| Firm | NOCT | GNOV |
|---|---|---|
| Osaic Holdings, Inc. | $20.8M | $13.0M |
| Commonwealth Equity Services, LLC | $16.0M | $14.9M |
| Raymond James Financial Inc. | $1.9M | $21.3M |
| Cetera Investment Advisers | $5.4M | $14.1M |
| Kestra Advisory Services, LLC | $4.7M | $9.2M |
| LPL Financial LLC | $5.1M | $5.3M |
| Janney Montgomery Scott LLC | $6.8M | $785K |
| Envestnet Asset Management Inc. | $3.3M | $3.9M |
| Arax Advisory Partners | $825K | $5.6M |
| Truist Financial Corp. | $5.5M | $817K |
| Cambridge Investment Research Advisors, Inc. | $5.1M | $1.0M |
| Susquehanna International Group, LLP | $1.0M | $1.9M |
| MAI Capital Management | $2.0M | $347K |
| Diligent Investors, LLC | $1.8M | $363K |
| Foundations Investment Advisors, LLC | $855K | $1.3M |
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: NOCT institutional holders, GNOV institutional holders.
Frequently asked questions
Do institutions hold both NOCT and GNOV?
38 Form 13F filers report positions in both, out of 173 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%.