UNOV vs MAXJ overlap
16 institutions report holding both UNOV and MAXJ.
UNOVMAXJ
Pick 2 to 4 ETFs.
We don’t have holdings for UNOV. 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.
16
institutions report holding both, of 107 holding any
UNOV33.0% of its 13F dollars, 20.8% of its 77 holders
MAXJ14.8% of its 13F dollars, 34.8% of its 46 holders
Largest institutions holding both
| Firm | UNOV | MAXJ |
|---|---|---|
| Osaic Holdings, Inc. | $5.5M | $30K |
| IFP Advisors, Inc | $3.9M | $4K |
| HighTower Advisors, LLC | $2.0M | $1.6M |
| Commonwealth Equity Services, LLC | $2.4M | $858K |
| Kestra Advisory Services, LLC | $2.4M | $887K |
| Envestnet Asset Management Inc. | $1.8M | $595K |
| LPL Financial LLC | $1.6M | $498K |
| FC Advisory LLC | $210K | $1.8M |
| Cetera Investment Advisers | $961K | $1.1M |
| AE Wealth Management LLC | $1.7M | $6K |
| Citadel Advisors LLC | $555K | $1.0M |
| Susquehanna International Group, LLP | $1.1M | $246K |
| CRA Financial Services, LLC | $202K | $1.1M |
| Axxcess Wealth Management, LLC | $202K | $862K |
| Sigma Planning Corp | $212K | $299K |
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, MAXJ institutional holders.
Frequently asked questions
Do institutions hold both UNOV and MAXJ?
16 Form 13F filers report positions in both, out of 107 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%.