OCTT vs DDTL overlap
9 institutions report holding both OCTT and DDTL.
OCTTDDTL
Pick 2 to 4 ETFs.
We don’t have holdings for OCTT, DDTL. 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 61 holding any
OCTT35.1% of its 13F dollars, 27.3% of its 33 holders
DDTL22.6% of its 13F dollars, 24.3% of its 37 holders
Largest institutions holding both
| Firm | OCTT | DDTL |
|---|---|---|
| Commonwealth Equity Services, LLC | $4.2M | $8.2M |
| Osaic Holdings, Inc. | $4.9M | $208K |
| Cetera Investment Advisers | $3.2M | $443K |
| Susquehanna International Group, LLP | $2.5M | $458K |
| Strategic Blueprint, LLC | $394K | $268K |
| Harbour Investments, Inc. | $397K | $99K |
| IFP Advisors, Inc | $5K | $291K |
| AE Wealth Management LLC | $121K | $13K |
| Barclays PLC | $2K | $42K |
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, DDTL institutional holders.
Frequently asked questions
Do institutions hold both OCTT and DDTL?
9 Form 13F filers report positions in both, out of 61 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%.