OCTZ vs DECZ overlap
OCTZ and DECZ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: OCTZ, SEC Form N-PORT, June 30, 2026; DECZ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | OCTZ | DECZ |
|---|---|---|
| TrueMark Investments, LLC | $23.4M | $25.1M |
| Old Mission Capital LLC | $1.7M | $665K |
| Weaver Consulting Group | $212K | $1.0M |
| Elevated Capital Advisors, LLC | $299K | $626K |
| AE Wealth Management LLC | $98K | $439K |
| Capital Investment Advisory Services, LLC | $161K | $288K |
| Aptus Capital Advisors, LLC | $251K | $148K |
| IFG Advisory, LLC | $76K | $166K |
| Osaic Holdings, Inc. | $60K | $1K |
| Integrated Wealth Concepts LLC | $41K | $518 |
| Compass Financial Management LLC | $14K | $10K |
| Lloyd Advisory Services, LLC. | $2K | $21K |
| Mosley Wealth Management | $6K | $12K |
| Tounjian Advisory Partners, LLC | $3K | $7K |
| POM Investment Strategies, LLC | $3K | $2K |
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: OCTZ institutional holders, DECZ institutional holders.
Frequently asked questions
How much do OCTZ and DECZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for OCTZ as of June 30, 2026 and DECZ as of June 30, 2026.
Do institutions hold both OCTZ and DECZ?
16 Form 13F filers report positions in both, out of 25 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%.