PBMR vs OCTZ overlap
1 institutions report holding both PBMR and OCTZ.
PBMROCTZ
Pick 2 to 4 ETFs.
We don’t have holdings for PBMR. 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.
1
institutions report holding both, of 35 holding any
PBMR0.7% of its 13F dollars, 6.3% of its 16 holders
OCTZ5.9% of its 13F dollars, 5.0% of its 20 holders
Largest institutions holding both
| Firm | PBMR | OCTZ |
|---|---|---|
| Old Mission Capital LLC | $209K | $1.7M |
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: PBMR institutional holders, OCTZ institutional holders.
Frequently asked questions
Do institutions hold both PBMR and OCTZ?
1 Form 13F filers report positions in both, out of 35 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%.