SQMX vs OCTT overlap
5 institutions report holding both SQMX and OCTT.
SQMXOCTT
Pick 2 to 4 ETFs.
We don’t have holdings for SQMX, OCTT. 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 48 holding any
SQMX22.5% of its 13F dollars, 25.0% of its 20 holders
OCTT20.2% of its 13F dollars, 15.2% of its 33 holders
Largest institutions holding both
| Firm | SQMX | OCTT |
|---|---|---|
| Cetera Investment Advisers | $9.0M | $3.2M |
| Osaic Holdings, Inc. | $17K | $4.9M |
| Old Mission Capital LLC | $716K | $750K |
| Envestnet Asset Management Inc. | $446K | $265K |
| Barclays PLC | $75K | $2K |
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: SQMX institutional holders, OCTT institutional holders.
Frequently asked questions
Do institutions hold both SQMX and OCTT?
5 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%.