GOCT vs DJUN overlap
53 institutions report holding both GOCT and DJUN.
GOCTDJUN
Pick 2 to 4 ETFs.
We don’t have holdings for GOCT, DJUN. 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.
53
institutions report holding both, of 160 holding any
GOCT72.5% of its 13F dollars, 49.5% of its 107 holders
DJUN68.6% of its 13F dollars, 50.0% of its 106 holders
Largest institutions holding both
| Firm | GOCT | DJUN |
|---|---|---|
| Raymond James Financial Inc. | $12.7M | $7.6M |
| Kestra Advisory Services, LLC | $7.3M | $9.6M |
| Envestnet Asset Management Inc. | $6.2M | $8.4M |
| Cetera Investment Advisers | $6.4M | $5.0M |
| Sequent Planning LLC | $6.8M | $4.4M |
| Osaic Holdings, Inc. | $5.9M | $5.1M |
| LPL Financial LLC | $2.5M | $6.9M |
| Commonwealth Equity Services, LLC | $5.0M | $3.6M |
| Founders Financial Securities LLC | $1.8M | $3.8M |
| Advisory Services Network, LLC | $5.2M | $216K |
| Sagespring Wealth Partners, LLC | $4.4M | $280K |
| Truist Financial Corp. | $3.1M | $1.1M |
| Wood Tarver Financial Group, LLC | $1.3M | $2.5M |
| Susquehanna International Group, LLP | $3.2M | $453K |
| REAP Financial Group, LLC | $483K | $2.9M |
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, DJUN institutional holders.
Frequently asked questions
Do institutions hold both GOCT and DJUN?
53 Form 13F filers report positions in both, out of 160 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%.