OCTH vs JANI overlap
4 institutions report holding both OCTH and JANI.
OCTHJANI
Pick 2 to 4 ETFs.
We don’t have holdings for OCTH, JANI. 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.
4
institutions report holding both, of 29 holding any
OCTH49.3% of its 13F dollars, 20.0% of its 20 holders
JANI16.7% of its 13F dollars, 30.8% of its 13 holders
Largest institutions holding both
| Firm | OCTH | JANI |
|---|---|---|
| Susquehanna International Group, LLP | $2.3M | $227K |
| Harbour Investments, Inc. | $2.2M | $52K |
| Commonwealth Equity Services, LLC | $246K | $1.1M |
| Old Mission Capital LLC | $252K | $360K |
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, JANI institutional holders.
Frequently asked questions
Do institutions hold both OCTH and JANI?
4 Form 13F filers report positions in both, out of 29 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%.