OCTT vs BSTP overlap
12 institutions report holding both OCTT and BSTP.
OCTTBSTP
Pick 2 to 4 ETFs.
We don’t have holdings for OCTT, BSTP. 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 60 holding any
OCTT47.2% of its 13F dollars, 36.4% of its 33 holders
BSTP38.9% of its 13F dollars, 30.8% of its 39 holders
Largest institutions holding both
| Firm | OCTT | BSTP |
|---|---|---|
| Osaic Holdings, Inc. | $4.9M | $4.7M |
| Cetera Investment Advisers | $3.2M | $3.6M |
| Commonwealth Equity Services, LLC | $4.2M | $1.6M |
| Susquehanna International Group, LLP | $2.5M | $2.1M |
| LPL Financial LLC | $3.0M | $606K |
| Nations Financial Group Inc., /IA/ | $210K | $3.1M |
| Blue Bell Private Wealth Management, LLC | $1.7M | $2K |
| Old Mission Capital LLC | $750K | $430K |
| Envestnet Asset Management Inc. | $265K | $868K |
| Kestra Advisory Services, LLC | $299K | $230K |
| AE Wealth Management LLC | $121K | $1K |
| IFP Advisors, Inc | $5K | $236 |
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, BSTP institutional holders.
Frequently asked questions
Do institutions hold both OCTT and BSTP?
12 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%.