TDEC vs OCTJ overlap
3 institutions report holding both TDEC and OCTJ.
TDECOCTJ
Pick 2 to 4 ETFs.
We don’t have holdings for TDEC, OCTJ. 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.
3
institutions report holding both, of 32 holding any
TDEC8.0% of its 13F dollars, 17.6% of its 17 holders
OCTJ18.7% of its 13F dollars, 16.7% of its 18 holders
Largest institutions holding both
| Firm | TDEC | OCTJ |
|---|---|---|
| Susquehanna International Group, LLP | $665K | $1.7M |
| UBS Group AG | $47K | $2K |
| IFP Advisors, Inc | $33K | $837 |
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: TDEC institutional holders, OCTJ institutional holders.
Frequently asked questions
Do institutions hold both TDEC and OCTJ?
3 Form 13F filers report positions in both, out of 32 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%.