GOCT vs BUFT overlap
24 institutions report holding both GOCT and BUFT.
GOCTBUFT
Pick 2 to 4 ETFs.
We don’t have holdings for GOCT. 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.
24
institutions report holding both, of 141 holding any
GOCT40.0% of its 13F dollars, 22.4% of its 107 holders
BUFT43.0% of its 13F dollars, 41.4% of its 58 holders
Largest institutions holding both
| Firm | GOCT | BUFT |
|---|---|---|
| LPL Financial LLC | $2.5M | $18.6M |
| Envestnet Asset Management Inc. | $6.2M | $8.9M |
| Raymond James Financial Inc. | $12.7M | $836K |
| Cetera Investment Advisers | $6.4M | $5.6M |
| Osaic Holdings, Inc. | $5.9M | $3.3M |
| Commonwealth Equity Services, LLC | $5.0M | $2.1M |
| Arkadios Wealth Advisors | $543K | $4.6M |
| Harbour Investments, Inc. | $777K | $3.2M |
| Truist Financial Corp. | $3.1M | $382K |
| Cambridge Investment Research Advisors, Inc. | $1.8M | $511K |
| Marshall Financial Group, LLC | $274K | $1.5M |
| Integrated Wealth Concepts LLC | $570K | $804K |
| Financial Network Wealth Advisors LLC | $76K | $1.1M |
| Janney Montgomery Scott LLC | $973K | $215K |
| Wealth Enhancement Advisory Services, LLC | $604K | $330K |
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: GOCT institutional holders, BUFT institutional holders.
Frequently asked questions
Do institutions hold both GOCT and BUFT?
24 Form 13F filers report positions in both, out of 141 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%.