OCTU vs IJUN overlap
14 institutions report holding both OCTU and IJUN.
OCTUIJUN
Pick 2 to 4 ETFs.
We don’t have holdings for OCTU, IJUN. 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.
14
institutions report holding both, of 87 holding any
OCTU27.2% of its 13F dollars, 38.9% of its 36 holders
IJUN23.4% of its 13F dollars, 21.5% of its 65 holders
Largest institutions holding both
| Firm | OCTU | IJUN |
|---|---|---|
| Commonwealth Equity Services, LLC | $5.2M | $2.5M |
| Cetera Investment Advisers | $709K | $2.7M |
| Susquehanna International Group, LLP | $2.5M | $827K |
| Osaic Holdings, Inc. | $1.3M | $1.8M |
| OneDigital Investment Advisors LLC | $1.3M | $355K |
| Kestra Advisory Services, LLC | $410K | $972K |
| Old Mission Capital LLC | $515K | $757K |
| Envestnet Asset Management Inc. | $324K | $494K |
| Raymond James Financial Inc. | $411K | $398K |
| Jane Street Group, LLC | $538K | $215K |
| MML Investors Services, LLC | $386K | $287K |
| IFP Advisors, Inc | $249K | $351K |
| Harbour Investments, Inc. | $159K | $282K |
| DHJJ Financial Advisors, Ltd. | $52K | $326K |
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: OCTU institutional holders, IJUN institutional holders.
Frequently asked questions
Do institutions hold both OCTU and IJUN?
14 Form 13F filers report positions in both, out of 87 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%.