MAXJ vs EOCT overlap
14 institutions report holding both MAXJ and EOCT.
MAXJEOCT
Pick 2 to 4 ETFs.
We don’t have holdings for EOCT. 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.
14
institutions report holding both, of 103 holding any
MAXJ10.3% of its 13F dollars, 30.4% of its 46 holders
EOCT26.3% of its 13F dollars, 19.7% of its 71 holders
Largest institutions holding both
| Firm | MAXJ | EOCT |
|---|---|---|
| Commonwealth Equity Services, LLC | $858K | $9.6M |
| Kestra Advisory Services, LLC | $887K | $3.5M |
| Cetera Investment Advisers | $1.1M | $2.1M |
| HighTower Advisors, LLC | $1.6M | $672K |
| Envestnet Asset Management Inc. | $595K | $1.2M |
| Citadel Advisors LLC | $1.0M | $261K |
| Tradition Wealth Management, LLC | $587K | $402K |
| Osaic Holdings, Inc. | $30K | $918K |
| LPL Financial LLC | $498K | $417K |
| Susquehanna International Group, LLP | $246K | $619K |
| IFP Advisors, Inc | $4K | $453K |
| Harbour Investments, Inc. | $212K | $15K |
| Farther Finance Advisors, LLC | $85K | $122K |
| AE Wealth Management LLC | $6K | $14K |
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: MAXJ institutional holders, EOCT institutional holders.
Frequently asked questions
Do institutions hold both MAXJ and EOCT?
14 Form 13F filers report positions in both, out of 103 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%.