JUNW vs FNOV overlap
27 institutions report holding both JUNW and FNOV.
JUNWFNOV
Pick 2 to 4 ETFs.
We don’t have holdings for JUNW, FNOV. 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.
27
institutions report holding both, of 207 holding any
JUNW52.5% of its 13F dollars, 33.8% of its 80 holders
FNOV48.3% of its 13F dollars, 17.5% of its 154 holders
Largest institutions holding both
| Firm | JUNW | FNOV |
|---|---|---|
| AE Wealth Management LLC | $93.6M | $119K |
| LPL Financial LLC | $8.3M | $18.5M |
| Envestnet Asset Management Inc. | $660K | $25.4M |
| Cetera Investment Advisers | $3.5M | $19.3M |
| Osaic Holdings, Inc. | $7.0M | $14.3M |
| Raymond James Financial Inc. | $2.8M | $13.3M |
| Commonwealth Equity Services, LLC | $7.8M | $8.2M |
| Kestra Advisory Services, LLC | $2.9M | $3.8M |
| MML Investors Services, LLC | $840K | $4.8M |
| Centaurus Financial, Inc. | $4.0M | $1.2M |
| Cambridge Investment Research Advisors, Inc. | $1.4M | $3.5M |
| Old Mission Capital LLC | $1.4M | $2.8M |
| Harbour Investments, Inc. | $1.1M | $2.7M |
| Kintra Wealth, LLC | $229K | $2.8M |
| Spire Wealth Management | $2.4M | $173K |
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: JUNW institutional holders, FNOV institutional holders.
Frequently asked questions
Do institutions hold both JUNW and FNOV?
27 Form 13F filers report positions in both, out of 207 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%.