DOCT vs BMAR overlap
33 institutions report holding both DOCT and BMAR.
DOCTBMAR
Pick 2 to 4 ETFs.
We don’t have holdings for DOCT, BMAR. 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 180 holding any
DOCT37.5% of its 13F dollars, 30.6% of its 108 holders
BMAR49.4% of its 13F dollars, 31.4% of its 105 holders
Largest institutions holding both
| Firm | DOCT | BMAR |
|---|---|---|
| Brookstone Capital Management | $1.5M | $48.8M |
| Osaic Holdings, Inc. | $4.5M | $9.0M |
| Commonwealth Equity Services, LLC | $4.9M | $6.6M |
| Envestnet Asset Management Inc. | $9.9M | $1.2M |
| Wood Tarver Financial Group, LLC | $8.3M | $450K |
| LPL Financial LLC | $4.6M | $3.9M |
| Susquehanna International Group, LLP | $5.4M | $1.9M |
| Raymond James Financial Inc. | $2.6M | $4.2M |
| Mutual Advisors, LLC | $6.5M | $211K |
| Cetera Investment Advisers | $4.1M | $2.4M |
| Kestra Advisory Services, LLC | $3.2M | $2.3M |
| MML Investors Services, LLC | $4.5M | $737K |
| Cambridge Investment Research Advisors, Inc. | $656K | $3.1M |
| Truist Financial Corp. | $3.1M | $274K |
| Blue Bell Private Wealth Management, LLC | $159K | $2.2M |
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: DOCT institutional holders, BMAR institutional holders.
Frequently asked questions
Do institutions hold both DOCT and BMAR?
33 Form 13F filers report positions in both, out of 180 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%.