NJUL vs BNOV overlap
44 institutions report holding both NJUL and BNOV.
NJULBNOV
Pick 2 to 4 ETFs.
We don’t have holdings for NJUL, BNOV. 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.
44
institutions report holding both, of 165 holding any
NJUL69.4% of its 13F dollars, 37.9% of its 116 holders
BNOV40.7% of its 13F dollars, 47.3% of its 93 holders
Largest institutions holding both
| Firm | NJUL | BNOV |
|---|---|---|
| Osaic Holdings, Inc. | $16.5M | $8.8M |
| Commonwealth Equity Services, LLC | $10.0M | $7.0M |
| Janney Montgomery Scott LLC | $6.6M | $3.7M |
| Cambridge Investment Research Advisors, Inc. | $8.4M | $1.9M |
| Raymond James Financial Inc. | $4.0M | $5.0M |
| HighTower Advisors, LLC | $6.7M | $1.7M |
| LPL Financial LLC | $5.6M | $2.7M |
| Cetera Investment Advisers | $5.8M | $2.4M |
| Envestnet Asset Management Inc. | $1.5M | $6.6M |
| Truist Financial Corp. | $6.1M | $934K |
| Principal Securities, Inc. | $5.8M | $647K |
| Kestra Advisory Services, LLC | $3.9M | $1.8M |
| Old Mission Capital LLC | $1.5M | $2.2M |
| AdvisorNet Financial, Inc | $3.4M | $95K |
| MML Investors Services, LLC | $1.2M | $1.8M |
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: NJUL institutional holders, BNOV institutional holders.
Frequently asked questions
Do institutions hold both NJUL and BNOV?
44 Form 13F filers report positions in both, out of 165 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%.