SPBX vs INOV overlap
9 institutions report holding both SPBX and INOV.
SPBXINOV
Pick 2 to 4 ETFs.
We don’t have holdings for INOV. 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.
9
institutions report holding both, of 65 holding any
SPBX41.7% of its 13F dollars, 33.3% of its 27 holders
INOV18.1% of its 13F dollars, 19.1% of its 47 holders
Largest institutions holding both
| Firm | SPBX | INOV |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $10.3M | $702K |
| Commonwealth Equity Services, LLC | $2.6M | $2.2M |
| Osaic Holdings, Inc. | $1.2M | $875K |
| LPL Financial LLC | $696K | $817K |
| Cetera Investment Advisers | $378K | $1.1M |
| Old Mission Capital LLC | $444K | $459K |
| IFP Advisors, Inc | $54K | $514K |
| Steward Partners Investment Advisory, LLC | $96K | $101K |
| Harbour Investments, Inc. | $3K | $59K |
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: SPBX institutional holders, INOV institutional holders.
Frequently asked questions
Do institutions hold both SPBX and INOV?
9 Form 13F filers report positions in both, out of 65 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%.