OCTT vs JANT overlap
22 institutions report holding both OCTT and JANT.
OCTTJANT
Pick 2 to 4 ETFs.
We don’t have holdings for OCTT, JANT. 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.
22
institutions report holding both, of 55 holding any
OCTT86.6% of its 13F dollars, 66.7% of its 33 holders
JANT64.7% of its 13F dollars, 50.0% of its 44 holders
Largest institutions holding both
| Firm | OCTT | JANT |
|---|---|---|
| Osaic Holdings, Inc. | $4.9M | $4.9M |
| Cambridge Investment Research Advisors, Inc. | $8.4M | $696K |
| Commonwealth Equity Services, LLC | $4.2M | $4.5M |
| LPL Financial LLC | $3.0M | $3.2M |
| Cetera Investment Advisers | $3.2M | $2.5M |
| Rothschild Wealth LLC | $3.5M | $2.0M |
| Raymond James Financial Inc. | $3.8M | $1.7M |
| Susquehanna International Group, LLP | $2.5M | $1.8M |
| Old Mission Capital LLC | $750K | $1.9M |
| Blue Bell Private Wealth Management, LLC | $1.7M | $878K |
| Panoramic Investment Advisors, LLC | $617K | $1.1M |
| Focus Financial Network, Inc. | $360K | $638K |
| Kestra Advisory Services, LLC | $299K | $676K |
| Harbour Investments, Inc. | $397K | $421K |
| Envestnet Asset Management Inc. | $265K | $503K |
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, JANT institutional holders.
Frequently asked questions
Do institutions hold both OCTT and JANT?
22 Form 13F filers report positions in both, out of 55 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%.