MRCP vs AOCT overlap
1 institutions report holding both MRCP and AOCT.
MRCPAOCT
Pick 2 to 4 ETFs.
We don’t have holdings for MRCP, AOCT. 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.
1
institutions report holding both, of 44 holding any
MRCP6.7% of its 13F dollars, 10.0% of its 10 holders
AOCT13.2% of its 13F dollars, 2.9% of its 35 holders
Largest institutions holding both
| Firm | MRCP | AOCT |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.4M | $2.8M |
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: MRCP institutional holders, AOCT institutional holders.
Frequently asked questions
Do institutions hold both MRCP and AOCT?
1 Form 13F filers report positions in both, out of 44 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%.