SNOV vs QCJL overlap
23 institutions report holding both SNOV and QCJL.
SNOVQCJL
Pick 2 to 4 ETFs.
We don’t have holdings for SNOV, QCJL. 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.
23
institutions report holding both, of 88 holding any
SNOV69.3% of its 13F dollars, 41.8% of its 55 holders
QCJL62.8% of its 13F dollars, 41.1% of its 56 holders
Largest institutions holding both
| Firm | SNOV | QCJL |
|---|---|---|
| Raymond James Financial Inc. | $1.6M | $8.2M |
| Osaic Holdings, Inc. | $6.4M | $650K |
| Truist Financial Corp. | $1.2M | $4.1M |
| Cetera Investment Advisers | $3.3M | $1.9M |
| Park Avenue Securities LLC | $2.9M | $2.1M |
| Susquehanna International Group, LLP | $2.1M | $2.3M |
| Commonwealth Equity Services, LLC | $2.6M | $1.2M |
| Cambridge Investment Research Advisors, Inc. | $1.9M | $915K |
| Grantvest Financial Group LLC | $1.3M | $565K |
| LPL Financial LLC | $1.6M | $253K |
| Kestra Advisory Services, LLC | $925K | $564K |
| Diligent Investors, LLC | $333K | $838K |
| Silver Oak Securities, Incorporated | $209K | $841K |
| Sigma Planning Corp | $325K | $508K |
| Lanark Financial, Inc. | $302K | $25K |
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: SNOV institutional holders, QCJL institutional holders.
Frequently asked questions
Do institutions hold both SNOV and QCJL?
23 Form 13F filers report positions in both, out of 88 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%.