ZNOV vs XBJA overlap
19 institutions report holding both ZNOV and XBJA.
ZNOVXBJA
Pick 2 to 4 ETFs.
We don’t have holdings for ZNOV, XBJA. 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.
19
institutions report holding both, of 98 holding any
ZNOV22.4% of its 13F dollars, 26.4% of its 72 holders
XBJA49.1% of its 13F dollars, 42.2% of its 45 holders
Largest institutions holding both
| Firm | ZNOV | XBJA |
|---|---|---|
| Cetera Investment Advisers | $867K | $11.6M |
| Old Mission Capital LLC | $1.1M | $7.8M |
| Osaic Holdings, Inc. | $1.1M | $4.2M |
| Commonwealth Equity Services, LLC | $2.9M | $2.0M |
| Steward Partners Investment Advisory, LLC | $77K | $3.6M |
| Kestra Advisory Services, LLC | $2.0M | $1.2M |
| Susquehanna International Group, LLP | $1.9M | $931K |
| Envestnet Asset Management Inc. | $1.7M | $363K |
| Raymond James Financial Inc. | $1.3M | $264K |
| Brookstone Capital Management | $965K | $559K |
| GWN Securities Inc. | $224K | $1.0M |
| Centaurus Financial, Inc. | $196K | $708K |
| Ashton Thomas Private Wealth, LLC | $574K | $7K |
| CoreCap Advisors, LLC | $36K | $525K |
| MML Investors Services, LLC | $282K | $200K |
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, XBJA institutional holders.
Frequently asked questions
Do institutions hold both ZNOV and XBJA?
19 Form 13F filers report positions in both, out of 98 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%.