QMNV vs NOVZ overlap
5 institutions report holding both QMNV and NOVZ.
QMNVNOVZ
Pick 2 to 4 ETFs.
We don’t have holdings for QMNV. 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.
5
institutions report holding both, of 51 holding any
QMNV21.5% of its 13F dollars, 13.2% of its 38 holders
NOVZ5.1% of its 13F dollars, 27.8% of its 18 holders
Largest institutions holding both
| Firm | QMNV | NOVZ |
|---|---|---|
| LPL Financial LLC | $6.1M | $218K |
| Old Mission Capital LLC | $705K | $820K |
| Osaic Holdings, Inc. | $565K | $563K |
| Blue Bell Private Wealth Management, LLC | $12K | $149K |
| DHJJ Financial Advisors, Ltd. | $40K | $3K |
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: QMNV institutional holders, NOVZ institutional holders.
Frequently asked questions
Do institutions hold both QMNV and NOVZ?
5 Form 13F filers report positions in both, out of 51 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%.