POCT vs PNOV overlap
148 institutions report holding both POCT and PNOV.
POCTPNOV
Pick 2 to 4 ETFs.
We don’t have holdings for POCT, PNOV. 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.
148
institutions report holding both, of 314 holding any
POCT85.2% of its 13F dollars, 59.2% of its 250 holders
PNOV89.1% of its 13F dollars, 69.8% of its 212 holders
Largest institutions holding both
| Firm | POCT | PNOV |
|---|---|---|
| Alliancebernstein L.P. | $78.1M | $212.4M |
| Penserra Capital Management LLC | $73.8M | $74.3M |
| Osaic Holdings, Inc. | $31.2M | $26.5M |
| Envestnet Asset Management Inc. | $25.9M | $11.3M |
| Commonwealth Equity Services, LLC | $20.2M | $16.8M |
| Focus Partners Wealth | $18.5M | $17.9M |
| Kestra Advisory Services, LLC | $19.5M | $15.5M |
| LPL Financial LLC | $17.3M | $16.7M |
| Brookstone Capital Management | $8.3M | $22.3M |
| Raymond James Financial Inc. | $17.4M | $11.7M |
| Cerity Partners LLC | $22.6M | $1.2M |
| Cetera Investment Advisers | $10.4M | $13.2M |
| HighTower Advisors, LLC | $11.1M | $11.6M |
| Beacon Pointe Advisors, LLC | $9.0M | $11.2M |
| Blair William & Co | $17.0M | $2.5M |
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: POCT institutional holders, PNOV institutional holders.
Frequently asked questions
Do institutions hold both POCT and PNOV?
148 Form 13F filers report positions in both, out of 314 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%.