OCIO vs MARS overlap
2 institutions report holding both OCIO and MARS.
OCIOMARS
Pick 2 to 4 ETFs.
We don’t have holdings for MARS. 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.
2
institutions report holding both, of 25 holding any
OCIO8.6% of its 13F dollars, 22.2% of its 9 holders
MARS18.8% of its 13F dollars, 11.1% of its 18 holders
Largest institutions holding both
| Firm | OCIO | MARS |
|---|---|---|
| Jane Street Group, LLC | $1.6M | $3.1M |
| UBS Group AG | $4K | $274K |
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: OCIO institutional holders, MARS institutional holders.
Frequently asked questions
Do institutions hold both OCIO and MARS?
2 Form 13F filers report positions in both, out of 25 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%.