ZJUL vs NNOV overlap
25 institutions report holding both ZJUL and NNOV.
ZJULNNOV
Pick 2 to 4 ETFs.
We don’t have holdings for ZJUL, 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.
25
institutions report holding both, of 125 holding any
ZJUL50.4% of its 13F dollars, 29.4% of its 85 holders
NNOV46.5% of its 13F dollars, 38.5% of its 65 holders
Largest institutions holding both
| Firm | ZJUL | NNOV |
|---|---|---|
| Commonwealth Equity Services, LLC | $6.8M | $3.6M |
| Cambridge Investment Research Advisors, Inc. | $2.0M | $8.3M |
| Cetera Investment Advisers | $3.3M | $3.2M |
| Osaic Holdings, Inc. | $4.2M | $1.6M |
| LPL Financial LLC | $1.3M | $2.9M |
| HighTower Advisors, LLC | $3.3M | $429K |
| Centaurus Financial, Inc. | $3.2M | $283K |
| Kestra Advisory Services, LLC | $1.3M | $2.0M |
| Raymond James Financial Inc. | $2.2M | $879K |
| Truist Financial Corp. | $722K | $2.2M |
| Diligent Investors, LLC | $1.3M | $603K |
| Cypress Wealth Services, LLC | $858K | $610K |
| AdvisorNet Financial, Inc | $716K | $740K |
| Carmel Capital Partners, LLC | $770K | $286K |
| Envestnet Asset Management Inc. | $456K | $491K |
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: ZJUL institutional holders, NNOV institutional holders.
Frequently asked questions
Do institutions hold both ZJUL and NNOV?
25 Form 13F filers report positions in both, out of 125 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%.