XOCT vs IJUN overlap
15 institutions report holding both XOCT and IJUN.
XOCTIJUN
Pick 2 to 4 ETFs.
We don’t have holdings for XOCT, IJUN. 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.
15
institutions report holding both, of 93 holding any
XOCT54.9% of its 13F dollars, 34.9% of its 43 holders
IJUN26.0% of its 13F dollars, 23.1% of its 65 holders
Largest institutions holding both
| Firm | XOCT | IJUN |
|---|---|---|
| Old Mission Capital LLC | $7.9M | $757K |
| Envestnet Asset Management Inc. | $7.6M | $494K |
| Cetera Investment Advisers | $4.6M | $2.7M |
| Kestra Advisory Services, LLC | $2.7M | $972K |
| Commonwealth Equity Services, LLC | $814K | $2.5M |
| Osaic Holdings, Inc. | $1.1M | $1.8M |
| LPL Financial LLC | $395K | $1.6M |
| Diligent Investors, LLC | $1.1M | $712K |
| Harbour Investments, Inc. | $846K | $282K |
| Ashton Thomas Private Wealth, LLC | $543K | $450K |
| MML Investors Services, LLC | $573K | $287K |
| PFS Partners, LLC | $466K | $320K |
| DHJJ Financial Advisors, Ltd. | $80K | $326K |
| IFP Advisors, Inc | $24K | $351K |
| Steward Partners Investment Advisory, LLC | $36K | $86K |
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: XOCT institutional holders, IJUN institutional holders.
Frequently asked questions
Do institutions hold both XOCT and IJUN?
15 Form 13F filers report positions in both, out of 93 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%.