ZDEK vs NNOV overlap
31 institutions report holding both ZDEK and NNOV.
ZDEKNNOV
Pick 2 to 4 ETFs.
We don’t have holdings for ZDEK, 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.
31
institutions report holding both, of 119 holding any
ZDEK45.4% of its 13F dollars, 36.5% of its 85 holders
NNOV62.4% of its 13F dollars, 47.7% of its 65 holders
Largest institutions holding both
| Firm | ZDEK | NNOV |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $1.0M | $8.3M |
| Commonwealth Equity Services, LLC | $4.9M | $3.6M |
| Focus Partners Wealth | $262K | $7.6M |
| Cetera Investment Advisers | $2.2M | $3.2M |
| Osaic Holdings, Inc. | $3.6M | $1.6M |
| Kestra Advisory Services, LLC | $2.7M | $2.0M |
| Raymond James Financial Inc. | $3.5M | $879K |
| LPL Financial LLC | $1.1M | $2.9M |
| Truist Financial Corp. | $490K | $2.2M |
| Old Mission Capital LLC | $1.3M | $1.0M |
| Harbour Investments, Inc. | $2.1M | $108K |
| Kovack Advisors, Inc. | $555K | $1.1M |
| Diligent Investors, LLC | $1.1M | $603K |
| Envestnet Asset Management Inc. | $889K | $491K |
| MML Investors Services, LLC | $602K | $537K |
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: ZDEK institutional holders, NNOV institutional holders.
Frequently asked questions
Do institutions hold both ZDEK and NNOV?
31 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%.