OCTM vs CPRJ overlap
7 institutions report holding both OCTM and CPRJ.
OCTMCPRJ
Pick 2 to 4 ETFs.
We don’t have holdings for OCTM, CPRJ. 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 60 holding any
OCTM22.6% of its 13F dollars, 18.4% of its 38 holders
CPRJ46.8% of its 13F dollars, 24.1% of its 29 holders
Largest institutions holding both
| Firm | OCTM | CPRJ |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $741K | $4.8M |
| Susquehanna International Group, LLP | $1.0M | $2.0M |
| Commonwealth Equity Services, LLC | $563K | $1.5M |
| Harbour Investments, Inc. | $1.4M | $28K |
| Capital Analysts, LLC | $269K | $346K |
| Osaic Holdings, Inc. | $74K | $83K |
| Farther Finance Advisors, LLC | $83K | $30K |
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: OCTM institutional holders, CPRJ institutional holders.
Frequently asked questions
Do institutions hold both OCTM and CPRJ?
7 Form 13F filers report positions in both, out of 60 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%.