OCTT vs APOC overlap
12 institutions report holding both OCTT and APOC.
OCTTAPOC
Pick 2 to 4 ETFs.
We don’t have holdings for OCTT, APOC. 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.
12
institutions report holding both, of 73 holding any
OCTT63.7% of its 13F dollars, 36.4% of its 33 holders
APOC23.4% of its 13F dollars, 23.1% of its 52 holders
Largest institutions holding both
| Firm | OCTT | APOC |
|---|---|---|
| Osaic Holdings, Inc. | $4.9M | $5.2M |
| Cambridge Investment Research Advisors, Inc. | $8.4M | $484K |
| Commonwealth Equity Services, LLC | $4.2M | $1000K |
| Raymond James Financial Inc. | $3.8M | $724K |
| Cetera Investment Advisers | $3.2M | $843K |
| Susquehanna International Group, LLP | $2.5M | $727K |
| Old Mission Capital LLC | $750K | $621K |
| Harbour Investments, Inc. | $397K | $261K |
| Kestra Advisory Services, LLC | $299K | $282K |
| IFP Advisors, Inc | $5K | $274K |
| AE Wealth Management LLC | $121K | $54K |
| Barclays PLC | $2K | $447 |
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: OCTT institutional holders, APOC institutional holders.
Frequently asked questions
Do institutions hold both OCTT and APOC?
12 Form 13F filers report positions in both, out of 73 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%.