OCDB vs JADB overlap
1 institutions report holding both OCDB and JADB.
OCDBJADB
Pick 2 to 4 ETFs.
We don’t have holdings for OCDB, JADB. 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 1 holding any
OCDB100.0% of its 13F dollars, 100.0% of its 1 holders
JADB100.0% of its 13F dollars, 100.0% of its 1 holders
Largest institutions holding both
| Firm | OCDB | JADB |
|---|---|---|
| Aptus Capital Advisors, LLC | $378K | $378K |
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: OCDB institutional holders, JADB institutional holders.
Frequently asked questions
Do institutions hold both OCDB and JADB?
1 Form 13F filers report positions in both, out of 1 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%.