ZNOV vs ZMAR overlap
36 institutions report holding both ZNOV and ZMAR.
ZNOVZMAR
Pick 2 to 4 ETFs.
We don’t have holdings for ZNOV, ZMAR. 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.
36
institutions report holding both, of 121 holding any
ZNOV69.8% of its 13F dollars, 50.0% of its 72 holders
ZMAR74.3% of its 13F dollars, 42.4% of its 85 holders
Largest institutions holding both
| Firm | ZNOV | ZMAR |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $19.0M | $13.9M |
| Commonwealth Equity Services, LLC | $2.9M | $4.2M |
| Truist Financial Corp. | $3.3M | $3.6M |
| Raymond James Financial Inc. | $1.3M | $2.9M |
| Lineweaver Wealth Advisors, LLC | $1.8M | $2.4M |
| Cetera Investment Advisers | $867K | $3.1M |
| Kestra Advisory Services, LLC | $2.0M | $1.9M |
| Canandaigua National Bank & Trust Co | $544K | $3.1M |
| Susquehanna International Group, LLP | $1.9M | $1.6M |
| Osaic Holdings, Inc. | $1.1M | $2.1M |
| Harbour Investments, Inc. | $2.8M | $221K |
| Archer Investment Corp | $684K | $1.8M |
| Old Mission Capital LLC | $1.1M | $1.1M |
| Envestnet Asset Management Inc. | $1.7M | $477K |
| Brookstone Capital Management | $965K | $943K |
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, ZMAR institutional holders.
Frequently asked questions
Do institutions hold both ZNOV and ZMAR?
36 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%.