QBSF vs OCTM overlap
7 institutions report holding both QBSF and OCTM.
QBSFOCTM
Pick 2 to 4 ETFs.
We don’t have holdings for QBSF, OCTM. 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.
7
institutions report holding both, of 48 holding any
QBSF21.9% of its 13F dollars, 41.2% of its 17 holders
OCTM20.5% of its 13F dollars, 18.4% of its 38 holders
Largest institutions holding both
| Firm | QBSF | OCTM |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.7M | $563K |
| Susquehanna International Group, LLP | $720K | $1.0M |
| Harbour Investments, Inc. | $184K | $1.4M |
| Farther Finance Advisors, LLC | $1.2M | $83K |
| Cetera Investment Advisers | $358K | $472K |
| Barclays PLC | $27 | $146K |
| Osaic Holdings, Inc. | $24K | $74K |
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: QBSF institutional holders, OCTM institutional holders.
Frequently asked questions
Do institutions hold both QBSF and OCTM?
7 Form 13F filers report positions in both, out of 48 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%.