OCTJ vs MAYM overlap
5 institutions report holding both OCTJ and MAYM.
OCTJMAYM
Pick 2 to 4 ETFs.
We don’t have holdings for OCTJ, MAYM. 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.
5
institutions report holding both, of 36 holding any
OCTJ55.5% of its 13F dollars, 27.8% of its 18 holders
MAYM34.3% of its 13F dollars, 21.7% of its 23 holders
Largest institutions holding both
| Firm | OCTJ | MAYM |
|---|---|---|
| Harbour Investments, Inc. | $2.1M | $628K |
| Susquehanna International Group, LLP | $1.7M | $683K |
| Commonwealth Equity Services, LLC | $279K | $1.4M |
| Old Mission Capital LLC | $1.0M | $458K |
| DHJJ Financial Advisors, Ltd. | $2K | $47K |
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, MAYM institutional holders.
Frequently asked questions
Do institutions hold both OCTJ and MAYM?
5 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%.