XOCT vs OCTU overlap
14 institutions report holding both XOCT and OCTU.
XOCTOCTU
Pick 2 to 4 ETFs.
We don’t have holdings for XOCT, OCTU. 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.
14
institutions report holding both, of 65 holding any
XOCT51.2% of its 13F dollars, 32.6% of its 43 holders
OCTU21.6% of its 13F dollars, 38.9% of its 36 holders
Largest institutions holding both
| Firm | XOCT | OCTU |
|---|---|---|
| Old Mission Capital LLC | $7.9M | $515K |
| Envestnet Asset Management Inc. | $7.6M | $324K |
| Commonwealth Equity Services, LLC | $814K | $5.2M |
| Cetera Investment Advisers | $4.6M | $709K |
| Kestra Advisory Services, LLC | $2.7M | $410K |
| Osaic Holdings, Inc. | $1.1M | $1.3M |
| AE Wealth Management LLC | $284K | $1.5M |
| Harbour Investments, Inc. | $846K | $159K |
| MML Investors Services, LLC | $573K | $386K |
| JPMorgan Chase & Co | $260K | $110K |
| Farther Finance Advisors, LLC | $13K | $266K |
| IFP Advisors, Inc | $24K | $249K |
| DHJJ Financial Advisors, Ltd. | $80K | $52K |
| UBS Group AG | $45K | $3K |
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, OCTU institutional holders.
Frequently asked questions
Do institutions hold both XOCT and OCTU?
14 Form 13F filers report positions in both, out of 65 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%.