ZNOV vs YJUN overlap
20 institutions report holding both ZNOV and YJUN.
ZNOVYJUN
Pick 2 to 4 ETFs.
We don’t have holdings for ZNOV, YJUN. 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.
20
institutions report holding both, of 121 holding any
ZNOV55.0% of its 13F dollars, 27.8% of its 72 holders
YJUN55.7% of its 13F dollars, 29.0% of its 69 holders
Largest institutions holding both
| Firm | ZNOV | YJUN |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $19.0M | $3.7M |
| Cetera Investment Advisers | $867K | $8.5M |
| Raymond James Financial Inc. | $1.3M | $7.7M |
| Commonwealth Equity Services, LLC | $2.9M | $4.5M |
| Osaic Holdings, Inc. | $1.1M | $2.8M |
| Kestra Advisory Services, LLC | $2.0M | $1.6M |
| Susquehanna International Group, LLP | $1.9M | $1.7M |
| Harbour Investments, Inc. | $2.8M | $779K |
| LPL Financial LLC | $581K | $2.8M |
| Orion Porfolio Solutions, LLC | $2.0M | $978K |
| Cypress Wealth Services, LLC | $1.6M | $1.3M |
| Envestnet Asset Management Inc. | $1.7M | $586K |
| IFP Advisors, Inc | $37K | $1.3M |
| Wealthgarden F.S. LLC | $215K | $981K |
| Farther Finance Advisors, LLC | $371K | $228K |
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, YJUN institutional holders.
Frequently asked questions
Do institutions hold both ZNOV and YJUN?
20 Form 13F filers report positions in both, out of 121 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%.