ZOCT vs NNOV overlap
26 institutions report holding both ZOCT and NNOV.
ZOCTNNOV
Pick 2 to 4 ETFs.
We don’t have holdings for ZOCT, 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.
26
institutions report holding both, of 113 holding any
ZOCT55.3% of its 13F dollars, 35.1% of its 74 holders
NNOV48.2% of its 13F dollars, 40.0% of its 65 holders
Largest institutions holding both
| Firm | ZOCT | NNOV |
|---|---|---|
| Commonwealth Equity Services, LLC | $19.4M | $3.6M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $8.3M |
| Cetera Investment Advisers | $1.1M | $3.2M |
| LPL Financial LLC | $418K | $2.9M |
| Kestra Advisory Services, LLC | $1.1M | $2.0M |
| Osaic Holdings, Inc. | $1.3M | $1.6M |
| Truist Financial Corp. | $343K | $2.2M |
| Centaurus Financial, Inc. | $1.9M | $283K |
| HighTower Advisors, LLC | $1.7M | $429K |
| Envestnet Asset Management Inc. | $1.5M | $491K |
| Cypress Wealth Services, LLC | $1.1M | $610K |
| Raymond James Financial Inc. | $725K | $879K |
| Old Mission Capital LLC | $510K | $1.0M |
| HRT Financial LP | $766K | $567K |
| Harbour Investments, Inc. | $1.0M | $108K |
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: ZOCT institutional holders, NNOV institutional holders.
Frequently asked questions
Do institutions hold both ZOCT and NNOV?
26 Form 13F filers report positions in both, out of 113 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%.