XBAP vs KOCT overlap
21 institutions report holding both XBAP and KOCT.
XBAPKOCT
Pick 2 to 4 ETFs.
We don’t have holdings for XBAP, KOCT. 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.
21
institutions report holding both, of 118 holding any
XBAP36.7% of its 13F dollars, 48.8% of its 43 holders
KOCT36.1% of its 13F dollars, 21.9% of its 96 holders
Largest institutions holding both
| Firm | XBAP | KOCT |
|---|---|---|
| Cetera Investment Advisers | $12.7M | $5.1M |
| HighTower Advisors, LLC | $1.2M | $11.1M |
| Osaic Holdings, Inc. | $5.1M | $6.8M |
| First Commonwealth Financial Corp | $11.1M | $398K |
| Susquehanna International Group, LLP | $3.2M | $2.6M |
| Commonwealth Equity Services, LLC | $642K | $4.7M |
| Envestnet Asset Management Inc. | $1.4M | $1.4M |
| Kestra Advisory Services, LLC | $1.2M | $1.3M |
| DHJJ Financial Advisors, Ltd. | $449K | $1.9M |
| Blue Bell Private Wealth Management, LLC | $447K | $1.7M |
| Fragasso Financial Advisors Inc | $1.3M | $760K |
| Captrust Financial Advisors | $936K | $347K |
| IFP Advisors, Inc | $73K | $957K |
| Outlook Wealth Advisors, LLC | $366K | $254K |
| CRA Financial Services, LLC | $207K | $285K |
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: XBAP institutional holders, KOCT institutional holders.
Frequently asked questions
Do institutions hold both XBAP and KOCT?
21 Form 13F filers report positions in both, out of 118 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%.