OCTJ vs JULH overlap
7 institutions report holding both OCTJ and JULH.
OCTJJULH
Pick 2 to 4 ETFs.
We don’t have holdings for OCTJ, JULH. 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.
7
institutions report holding both, of 31 holding any
OCTJ29.9% of its 13F dollars, 38.9% of its 18 holders
JULH51.2% of its 13F dollars, 35.0% of its 20 holders
Largest institutions holding both
| Firm | OCTJ | JULH |
|---|---|---|
| Susquehanna International Group, LLP | $1.7M | $1.3M |
| World Investment Advisors | $247K | $2.0M |
| Commonwealth Equity Services, LLC | $279K | $564K |
| Farther Finance Advisors, LLC | $88K | $679K |
| CoreCap Advisors, LLC | $408K | $10K |
| Pinnacle Wealth Planning Services, Inc. | $17K | $822 |
| IFP Advisors, Inc | $837 | $2K |
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, JULH institutional holders.
Frequently asked questions
Do institutions hold both OCTJ and JULH?
7 Form 13F filers report positions in both, out of 31 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%.