OCTH vs CBXJ overlap
3 institutions report holding both OCTH and CBXJ.
OCTHCBXJ
Pick 2 to 4 ETFs.
We don’t have holdings for OCTH, CBXJ. 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 34 holding any
OCTH23.9% of its 13F dollars, 15.0% of its 20 holders
CBXJ23.3% of its 13F dollars, 17.6% of its 17 holders
Largest institutions holding both
| Firm | OCTH | CBXJ |
|---|---|---|
| Susquehanna International Group, LLP | $2.3M | $2.3M |
| Steward Partners Investment Advisory, LLC | $104K | $17K |
| UBS Group AG | $30K | $9K |
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: OCTH institutional holders, CBXJ institutional holders.
Frequently asked questions
Do institutions hold both OCTH and CBXJ?
3 Form 13F filers report positions in both, out of 34 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%.