GNOV vs BSEP overlap
39 institutions report holding both GNOV and BSEP.
GNOVBSEP
Pick 2 to 4 ETFs.
We don’t have holdings for GNOV, BSEP. 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.
39
institutions report holding both, of 174 holding any
GNOV67.7% of its 13F dollars, 37.1% of its 105 holders
BSEP38.4% of its 13F dollars, 36.1% of its 108 holders
Largest institutions holding both
| Firm | GNOV | BSEP |
|---|---|---|
| Commonwealth Equity Services, LLC | $14.9M | $11.8M |
| Raymond James Financial Inc. | $21.3M | $4.3M |
| Osaic Holdings, Inc. | $13.0M | $11.0M |
| Cetera Investment Advisers | $14.1M | $3.6M |
| Kestra Advisory Services, LLC | $9.2M | $4.0M |
| Envestnet Asset Management Inc. | $3.9M | $3.2M |
| LPL Financial LLC | $5.3M | $1.8M |
| Arax Advisory Partners | $5.6M | $724K |
| Pinnacle Wealth Management Group, Inc. | $3.9M | $740K |
| Susquehanna International Group, LLP | $1.9M | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $1.0M | $2.4M |
| Diligent Investors, LLC | $363K | $2.7M |
| Concurrent Investment Advisors, LLC | $2.3M | $601K |
| MML Investors Services, LLC | $1.4M | $1.3M |
| Sigma Planning Corp | $1.5M | $610K |
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: GNOV institutional holders, BSEP institutional holders.
Frequently asked questions
Do institutions hold both GNOV and BSEP?
39 Form 13F filers report positions in both, out of 174 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%.