OCTB vs JUNM overlap
0 institutions report holding both OCTB and JUNM.
OCTBJUNM
Pick 2 to 4 ETFs.
We don’t have holdings for OCTB, JUNM. 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.
0
institutions report holding both, of 66 holding any
OCTB0.0% of its 13F dollars, 0.0% of its 9 holders
JUNM0.0% of its 13F dollars, 0.0% of its 57 holders
Largest institutions holding both
No 13F filer reports holding both.
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: OCTB institutional holders, JUNM institutional holders.
Frequently asked questions
Do institutions hold both OCTB and JUNM?
0 Form 13F filers report positions in both, out of 66 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%.