UMAR vs GNOV overlap
33 institutions report holding both UMAR and GNOV.
UMARGNOV
Pick 2 to 4 ETFs.
We don’t have holdings for UMAR, GNOV. 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.
33
institutions report holding both, of 158 holding any
UMAR61.2% of its 13F dollars, 38.4% of its 86 holders
GNOV68.3% of its 13F dollars, 31.4% of its 105 holders
Largest institutions holding both
| Firm | UMAR | GNOV |
|---|---|---|
| Brookstone Capital Management | $55.9M | $444K |
| Raymond James Financial Inc. | $3.9M | $21.3M |
| Commonwealth Equity Services, LLC | $3.3M | $14.9M |
| Osaic Holdings, Inc. | $4.2M | $13.0M |
| Cetera Investment Advisers | $2.5M | $14.1M |
| Kestra Advisory Services, LLC | $4.7M | $9.2M |
| Arax Advisory Partners | $1.4M | $5.6M |
| Milestone Asset Management, LLC | $237K | $6.0M |
| MGO One Seven LLC | $5.8M | $279K |
| LPL Financial LLC | $496K | $5.3M |
| Envestnet Asset Management Inc. | $1.5M | $3.9M |
| Susquehanna International Group, LLP | $1.8M | $1.9M |
| MML Investors Services, LLC | $1.1M | $1.4M |
| Concurrent Investment Advisors, LLC | $206K | $2.3M |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $1.0M |
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: UMAR institutional holders, GNOV institutional holders.
Frequently asked questions
Do institutions hold both UMAR and GNOV?
33 Form 13F filers report positions in both, out of 158 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%.