SPBW vs OCTU overlap
15 institutions report holding both SPBW and OCTU.
SPBWOCTU
Pick 2 to 4 ETFs.
We don’t have holdings for OCTU. 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.
15
institutions report holding both, of 53 holding any
SPBW45.7% of its 13F dollars, 46.9% of its 32 holders
OCTU52.4% of its 13F dollars, 41.7% of its 36 holders
Largest institutions holding both
| Firm | SPBW | OCTU |
|---|---|---|
| Allianz SE | $5.7M | $15.6M |
| Kestra Advisory Services, LLC | $6.8M | $410K |
| Commonwealth Equity Services, LLC | $1.3M | $5.2M |
| AE Wealth Management LLC | $2.7M | $1.5M |
| Cetera Investment Advisers | $2.1M | $709K |
| Osaic Holdings, Inc. | $1.2M | $1.3M |
| Envestnet Asset Management Inc. | $1.1M | $324K |
| Old Mission Capital LLC | $566K | $515K |
| Centaurus Financial, Inc. | $841K | $190K |
| Raymond James Financial Inc. | $301K | $411K |
| MML Investors Services, LLC | $231K | $386K |
| Patriot Financial Group Insurance Agency, LLC | $216K | $241K |
| IFP Advisors, Inc | $75K | $249K |
| Harbour Investments, Inc. | $142K | $159K |
| Lloyd Advisory Services, LLC. | $99K | $183 |
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: SPBW institutional holders, OCTU institutional holders.
Frequently asked questions
Do institutions hold both SPBW and OCTU?
15 Form 13F filers report positions in both, out of 53 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%.