IOCT vs HOLA overlap
18 institutions report holding both IOCT and HOLA.
IOCTHOLA
Pick 2 to 4 ETFs.
We don’t have holdings for IOCT. 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.
18
institutions report holding both, of 131 holding any
IOCT36.2% of its 13F dollars, 18.6% of its 97 holders
HOLA36.8% of its 13F dollars, 34.6% of its 52 holders
Largest institutions holding both
| Firm | IOCT | HOLA |
|---|---|---|
| Commonwealth Equity Services, LLC | $15.8M | $1.9M |
| Private Advisor Group, LLC | $287K | $11.8M |
| Founders Financial Securities LLC | $1.2M | $10.2M |
| LPL Financial LLC | $1.5M | $9.2M |
| Osaic Holdings, Inc. | $4.7M | $4.8M |
| Creative Planning | $8.1M | $293K |
| IFP Advisors, Inc | $8.0M | $164K |
| Focus Partners Wealth | $3.3M | $2.8M |
| Cetera Investment Advisers | $2.6M | $2.8M |
| Farther Finance Advisors, LLC | $18K | $4.0M |
| Jane Street Group, LLC | $676K | $2.7M |
| Raymond James Financial Inc. | $1.6M | $666K |
| Envestnet Asset Management Inc. | $1.6M | $246K |
| Tradition Wealth Management, LLC | $515K | $633K |
| Cambridge Investment Research Advisors, Inc. | $640K | $479K |
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: IOCT institutional holders, HOLA institutional holders.
Frequently asked questions
Do institutions hold both IOCT and HOLA?
18 Form 13F filers report positions in both, out of 131 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%.