OBTC vs BLOX overlap
3 institutions report holding both OBTC and BLOX.
OBTCBLOX
Pick 2 to 4 ETFs.
We don’t have holdings for OBTC. 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.
3
institutions report holding both, of 35 holding any
OBTC83.8% of its 13F dollars, 27.3% of its 11 holders
BLOX14.7% of its 13F dollars, 11.1% of its 27 holders
Largest institutions holding both
| Firm | OBTC | BLOX |
|---|---|---|
| Jane Street Group, LLC | $7.2M | $1.2M |
| HRT Financial LP | $279K | $515K |
| EverSource Wealth Advisors, LLC | $2K | $12K |
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: OBTC institutional holders, BLOX institutional holders.
Frequently asked questions
Do institutions hold both OBTC and BLOX?
3 Form 13F filers report positions in both, out of 35 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%.