OPER vs IROC overlap
5 institutions report holding both OPER and IROC.
OPERIROC
Pick 2 to 4 ETFs.
We don’t have holdings for OPER. 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.
5
institutions report holding both, of 47 holding any
OPER33.1% of its 13F dollars, 20.8% of its 24 holders
IROC4.8% of its 13F dollars, 17.9% of its 28 holders
Largest institutions holding both
| Firm | OPER | IROC |
|---|---|---|
| Arax Advisory Partners | $30.2M | $2.3M |
| Citadel Advisors LLC | $5.9M | $214K |
| Jane Street Group, LLC | $1.6M | $1.0M |
| LPL Financial LLC | $260K | $1.1M |
| Osaic Holdings, Inc. | $6K | $915K |
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: OPER institutional holders, IROC institutional holders.
Frequently asked questions
Do institutions hold both OPER and IROC?
5 Form 13F filers report positions in both, out of 47 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%.