OCTJ vs DDTJ overlap
4 institutions report holding both OCTJ and DDTJ.
OCTJDDTJ
Pick 2 to 4 ETFs.
We don’t have holdings for OCTJ, DDTJ. 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 36 holding any
OCTJ44.4% of its 13F dollars, 22.2% of its 18 holders
DDTJ42.6% of its 13F dollars, 18.2% of its 22 holders
Largest institutions holding both
| Firm | OCTJ | DDTJ |
|---|---|---|
| Susquehanna International Group, LLP | $1.7M | $1.5M |
| Commonwealth Equity Services, LLC | $279K | $2.3M |
| Harbour Investments, Inc. | $2.1M | $91K |
| IFP Advisors, Inc | $837 | $94K |
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: OCTJ institutional holders, DDTJ institutional holders.
Frequently asked questions
Do institutions hold both OCTJ and DDTJ?
4 Form 13F filers report positions in both, out of 36 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%.