XMAR vs KOCT overlap
23 institutions report holding both XMAR and KOCT.
XMARKOCT
Pick 2 to 4 ETFs.
We don’t have holdings for XMAR, 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.
23
institutions report holding both, of 144 holding any
XMAR63.4% of its 13F dollars, 32.4% of its 71 holders
KOCT31.6% of its 13F dollars, 24.0% of its 96 holders
Largest institutions holding both
| Firm | XMAR | KOCT |
|---|---|---|
| Cetera Investment Advisers | $12.8M | $5.1M |
| Osaic Holdings, Inc. | $10.7M | $6.8M |
| Commonwealth Equity Services, LLC | $9.1M | $4.7M |
| PFS Partners, LLC | $12.2M | $403K |
| Envestnet Asset Management Inc. | $9.1M | $1.4M |
| Blue Bell Private Wealth Management, LLC | $4.5M | $1.7M |
| Kestra Advisory Services, LLC | $4.1M | $1.3M |
| LPL Financial LLC | $2.2M | $2.3M |
| Susquehanna International Group, LLP | $748K | $2.6M |
| MML Investors Services, LLC | $1.9M | $358K |
| DHJJ Financial Advisors, Ltd. | $158K | $1.9M |
| Harbour Investments, Inc. | $1.7M | $43K |
| Cambridge Investment Research Advisors, Inc. | $274K | $1.4M |
| World Investment Advisors | $1.4M | $263K |
| Capital Investment Advisory Services, LLC | $85K | $1.3M |
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: XMAR institutional holders, KOCT institutional holders.
Frequently asked questions
Do institutions hold both XMAR and KOCT?
23 Form 13F filers report positions in both, out of 144 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%.