ZNOV vs KDEC overlap
24 institutions report holding both ZNOV and KDEC.
ZNOVKDEC
Pick 2 to 4 ETFs.
We don’t have holdings for ZNOV, KDEC. 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 117 holding any
ZNOV55.9% of its 13F dollars, 33.3% of its 72 holders
KDEC50.5% of its 13F dollars, 34.8% of its 69 holders
Largest institutions holding both
| Firm | ZNOV | KDEC |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $19.0M | $4.3M |
| Creative Planning | $257K | $6.1M |
| SageView Advisory Group, LLC | $246K | $6.1M |
| Commonwealth Equity Services, LLC | $2.9M | $3.4M |
| Blair William & Co | $219K | $4.9M |
| Susquehanna International Group, LLP | $1.9M | $1.9M |
| Truist Financial Corp. | $3.3M | $209K |
| Kestra Advisory Services, LLC | $2.0M | $1.1M |
| Harbour Investments, Inc. | $2.8M | $83K |
| Osaic Holdings, Inc. | $1.1M | $1.6M |
| Cetera Investment Advisers | $867K | $1.7M |
| Old Mission Capital LLC | $1.1M | $1.4M |
| Raymond James Financial Inc. | $1.3M | $771K |
| Brookstone Capital Management | $965K | $393K |
| LPL Financial LLC | $581K | $643K |
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: ZNOV institutional holders, KDEC institutional holders.
Frequently asked questions
Do institutions hold both ZNOV and KDEC?
24 Form 13F filers report positions in both, out of 117 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%.