GSEP vs DNOV overlap
57 institutions report holding both GSEP and DNOV.
GSEPDNOV
Pick 2 to 4 ETFs.
We don’t have holdings for GSEP, DNOV. 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.
57
institutions report holding both, of 177 holding any
GSEP75.6% of its 13F dollars, 50.4% of its 113 holders
DNOV59.5% of its 13F dollars, 47.1% of its 121 holders
Largest institutions holding both
| Firm | GSEP | DNOV |
|---|---|---|
| Commonwealth Equity Services, LLC | $18.3M | $10.7M |
| Envestnet Asset Management Inc. | $13.2M | $9.8M |
| Osaic Holdings, Inc. | $14.3M | $4.5M |
| LPL Financial LLC | $11.3M | $7.0M |
| Cetera Investment Advisers | $12.0M | $6.0M |
| Kestra Advisory Services, LLC | $10.8M | $4.0M |
| Raymond James Financial Inc. | $10.7M | $2.9M |
| MML Investors Services, LLC | $6.4M | $1.7M |
| Harbour Investments, Inc. | $793K | $6.1M |
| Wood Tarver Financial Group, LLC | $5.5M | $1.0M |
| Waverly Advisors, LLC | $602K | $5.3M |
| Founders Financial Securities LLC | $2.0M | $3.9M |
| REAP Financial Group, LLC | $595K | $5.1M |
| Tanglewood Legacy Advisors, LLC | $465K | $3.3M |
| Mariner, LLC | $241K | $3.3M |
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: GSEP institutional holders, DNOV institutional holders.
Frequently asked questions
Do institutions hold both GSEP and DNOV?
57 Form 13F filers report positions in both, out of 177 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%.