TOCT vs APRH overlap
7 institutions report holding both TOCT and APRH.
TOCTAPRH
Pick 2 to 4 ETFs.
We don’t have holdings for TOCT, APRH. 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.
7
institutions report holding both, of 36 holding any
TOCT38.6% of its 13F dollars, 38.9% of its 18 holders
APRH33.2% of its 13F dollars, 28.0% of its 25 holders
Largest institutions holding both
| Firm | TOCT | APRH |
|---|---|---|
| Harbour Investments, Inc. | $1.3M | $2.2M |
| Brookstone Capital Management | $1.2M | $678K |
| MML Investors Services, LLC | $1.1M | $234K |
| HighTower Advisors, LLC | $639K | $592K |
| AE Wealth Management LLC | $40K | $66K |
| Harbor Investment Advisory, LLC | $62K | $25K |
| Osaic Holdings, Inc. | $56K | $23K |
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: TOCT institutional holders, APRH institutional holders.
Frequently asked questions
Do institutions hold both TOCT and APRH?
7 Form 13F filers report positions in both, out of 36 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%.