QTJL vs OCTH overlap
7 institutions report holding both QTJL and OCTH.
QTJLOCTH
Pick 2 to 4 ETFs.
We don’t have holdings for QTJL, OCTH. 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 29 holding any
QTJL39.7% of its 13F dollars, 43.8% of its 16 holders
OCTH40.7% of its 13F dollars, 35.0% of its 20 holders
Largest institutions holding both
| Firm | QTJL | OCTH |
|---|---|---|
| Susquehanna International Group, LLP | $1.8M | $2.3M |
| Outlook Wealth Advisors, LLC | $489K | $1.0M |
| Commonwealth Equity Services, LLC | $817K | $246K |
| Old Mission Capital LLC | $486K | $252K |
| Allworth Financial LP | $68K | $267K |
| Osaic Holdings, Inc. | $232K | $3K |
| UBS Group AG | $140K | $30K |
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: QTJL institutional holders, OCTH institutional holders.
Frequently asked questions
Do institutions hold both QTJL and OCTH?
7 Form 13F filers report positions in both, out of 29 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%.