STEN vs OCTM overlap
2 institutions report holding both STEN and OCTM.
STENOCTM
Pick 2 to 4 ETFs.
We don’t have holdings for 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.
2
institutions report holding both, of 44 holding any
STEN13.1% of its 13F dollars, 25.0% of its 8 holders
OCTM9.8% of its 13F dollars, 5.3% of its 38 holders
Largest institutions holding both
| Firm | STEN | OCTM |
|---|---|---|
| Susquehanna International Group, LLP | $2.2M | $1.0M |
| Old Mission Capital LLC | $223K | $778K |
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: STEN institutional holders, OCTM institutional holders.
Frequently asked questions
Do institutions hold both STEN and OCTM?
2 Form 13F filers report positions in both, out of 44 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%.