TENM vs OCTP overlap
3 institutions report holding both TENM and OCTP.
TENMOCTP
Pick 2 to 4 ETFs.
We don’t have holdings for OCTP. 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 25 holding any
TENM11.3% of its 13F dollars, 27.3% of its 11 holders
OCTP6.1% of its 13F dollars, 17.6% of its 17 holders
Largest institutions holding both
| Firm | TENM | OCTP |
|---|---|---|
| Raymond James Financial Inc. | $2.2M | $244K |
| Commonwealth Equity Services, LLC | $550K | $1.2M |
| UBS Group AG | $35K | $37K |
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: TENM institutional holders, OCTP institutional holders.
Frequently asked questions
Do institutions hold both TENM and OCTP?
3 Form 13F filers report positions in both, out of 25 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%.