ZAUG vs NNOV overlap
24 institutions report holding both ZAUG and NNOV.
ZAUGNNOV
Pick 2 to 4 ETFs.
We don’t have holdings for ZAUG, NNOV. 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.
24
institutions report holding both, of 113 holding any
ZAUG42.3% of its 13F dollars, 33.3% of its 72 holders
NNOV46.4% of its 13F dollars, 36.9% of its 65 holders
Largest institutions holding both
| Firm | ZAUG | NNOV |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $1.2M | $8.3M |
| HighTower Advisors, LLC | $7.1M | $429K |
| Commonwealth Equity Services, LLC | $2.8M | $3.6M |
| Truist Financial Corp. | $3.7M | $2.2M |
| Cetera Investment Advisers | $1.6M | $3.2M |
| Kestra Advisory Services, LLC | $2.5M | $2.0M |
| LPL Financial LLC | $647K | $2.9M |
| Osaic Holdings, Inc. | $1.3M | $1.6M |
| Old Mission Capital LLC | $825K | $1.0M |
| Centaurus Financial, Inc. | $1.3M | $283K |
| AE Wealth Management LLC | $1.3M | $252K |
| Raymond James Financial Inc. | $598K | $879K |
| Cypress Wealth Services, LLC | $818K | $610K |
| AdvisorNet Financial, Inc | $513K | $740K |
| IFP Advisors, Inc | $224K | $729K |
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: ZAUG institutional holders, NNOV institutional holders.
Frequently asked questions
Do institutions hold both ZAUG and NNOV?
24 Form 13F filers report positions in both, out of 113 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%.