XAPR vs AOCT overlap
7 institutions report holding both XAPR and AOCT.
XAPRAOCT
Pick 2 to 4 ETFs.
We don’t have holdings for XAPR, AOCT. 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 51 holding any
XAPR50.9% of its 13F dollars, 30.4% of its 23 holders
AOCT43.3% of its 13F dollars, 20.0% of its 35 holders
Largest institutions holding both
| Firm | XAPR | AOCT |
|---|---|---|
| Susquehanna International Group, LLP | $2.5M | $1.8M |
| Commonwealth Equity Services, LLC | $1.2M | $2.8M |
| Osaic Holdings, Inc. | $3.6M | $101K |
| Raymond James Financial Inc. | $252K | $3.1M |
| Cetera Investment Advisers | $2.6M | $612K |
| Old Mission Capital LLC | $631K | $561K |
| Barclays PLC | $176K | $201K |
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: XAPR institutional holders, AOCT institutional holders.
Frequently asked questions
Do institutions hold both XAPR and AOCT?
7 Form 13F filers report positions in both, out of 51 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%.