UNOV vs EOCT overlap
29 institutions report holding both UNOV and EOCT.
UNOVEOCT
Pick 2 to 4 ETFs.
We don’t have holdings for UNOV, EOCT. 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.
29
institutions report holding both, of 119 holding any
UNOV44.5% of its 13F dollars, 37.7% of its 77 holders
EOCT44.6% of its 13F dollars, 40.9% of its 71 holders
Largest institutions holding both
| Firm | UNOV | EOCT |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.4M | $9.6M |
| Osaic Holdings, Inc. | $5.5M | $918K |
| Kestra Advisory Services, LLC | $2.4M | $3.5M |
| Creative Planning | $1.0M | $4.1M |
| SageView Advisory Group, LLC | $946K | $4.1M |
| IFP Advisors, Inc | $3.9M | $453K |
| Cetera Investment Advisers | $961K | $2.1M |
| Envestnet Asset Management Inc. | $1.8M | $1.2M |
| HighTower Advisors, LLC | $2.0M | $672K |
| Berger Financial Group, Inc | $878K | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $1.8M | $496K |
| LPL Financial LLC | $1.6M | $417K |
| MML Investors Services, LLC | $1.1M | $758K |
| Susquehanna International Group, LLP | $1.1M | $619K |
| AE Wealth Management LLC | $1.7M | $14K |
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: UNOV institutional holders, EOCT institutional holders.
Frequently asked questions
Do institutions hold both UNOV and EOCT?
29 Form 13F filers report positions in both, out of 119 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%.