NOVZ vs DECP overlap
1 institutions report holding both NOVZ and DECP.
NOVZDECP
Pick 2 to 4 ETFs.
We don’t have holdings for DECP. 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 33 holding any
NOVZ0.0% of its 13F dollars, 5.6% of its 18 holders
DECP0.1% of its 13F dollars, 6.3% of its 16 holders
Largest institutions holding both
| Firm | NOVZ | DECP |
|---|---|---|
| DHJJ Financial Advisors, Ltd. | $3K | $45K |
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: NOVZ institutional holders, DECP institutional holders.
Frequently asked questions
Do institutions hold both NOVZ and DECP?
1 Form 13F filers report positions in both, out of 33 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%.