NOVP vs JUNZ overlap
1 institutions report holding both NOVP and JUNZ.
NOVPJUNZ
Pick 2 to 4 ETFs.
We don’t have holdings for NOVP. 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.
1
institutions report holding both, of 20 holding any
NOVP2.5% of its 13F dollars, 7.1% of its 14 holders
JUNZ2.3% of its 13F dollars, 14.3% of its 7 holders
Largest institutions holding both
| Firm | NOVP | JUNZ |
|---|---|---|
| Old Mission Capital LLC | $694K | $624K |
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: NOVP institutional holders, JUNZ institutional holders.
Frequently asked questions
Do institutions hold both NOVP and JUNZ?
1 Form 13F filers report positions in both, out of 20 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%.