OCTP vs APRP overlap
9 institutions report holding both OCTP and APRP.
OCTPAPRP
Pick 2 to 4 ETFs.
We don’t have holdings for OCTP, APRP. 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.
9
institutions report holding both, of 23 holding any
OCTP80.9% of its 13F dollars, 52.9% of its 17 holders
APRP85.5% of its 13F dollars, 60.0% of its 15 holders
Largest institutions holding both
| Firm | OCTP | APRP |
|---|---|---|
| Prudential Financial Inc. | $17.6M | $17.6M |
| Commonwealth Equity Services, LLC | $1.2M | $1.3M |
| Royal Bank of Canada | $269K | $897K |
| Raymond James Financial Inc. | $244K | $556K |
| Kestra Advisory Services, LLC | $217K | $338K |
| DHJJ Financial Advisors, Ltd. | $109K | $306K |
| Spire Wealth Management | $259K | $57K |
| UBS Group AG | $37K | $325 |
| Steward Partners Investment Advisory, LLC | $22K | $10K |
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: OCTP institutional holders, APRP institutional holders.
Frequently asked questions
Do institutions hold both OCTP and APRP?
9 Form 13F filers report positions in both, out of 23 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%.