XAUG vs NOVM overlap
12 institutions report holding both XAUG and NOVM.
XAUGNOVM
Pick 2 to 4 ETFs.
We don’t have holdings for XAUG, NOVM. 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.
12
institutions report holding both, of 54 holding any
XAUG48.5% of its 13F dollars, 34.3% of its 35 holders
NOVM40.3% of its 13F dollars, 38.7% of its 31 holders
Largest institutions holding both
| Firm | XAUG | NOVM |
|---|---|---|
| Cetera Investment Advisers | $986K | $1.7M |
| Susquehanna International Group, LLP | $1.4M | $1.2M |
| Old Mission Capital LLC | $1.4M | $404K |
| Commonwealth Equity Services, LLC | $586K | $943K |
| Envestnet Asset Management Inc. | $576K | $825K |
| Osaic Holdings, Inc. | $1.2M | $31K |
| Kestra Advisory Services, LLC | $898K | $292K |
| Truist Financial Corp. | $293K | $470K |
| Geneos Wealth Management Inc. | $18K | $404K |
| Harbour Investments, Inc. | $170K | $41K |
| DHJJ Financial Advisors, Ltd. | $46K | $9K |
| Capital Investment Advisory Services, LLC | $6K | $27K |
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: XAUG institutional holders, NOVM institutional holders.
Frequently asked questions
Do institutions hold both XAUG and NOVM?
12 Form 13F filers report positions in both, out of 54 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%.