ZJAN vs OCTU overlap
16 institutions report holding both ZJAN and OCTU.
ZJANOCTU
Pick 2 to 4 ETFs.
We don’t have holdings for ZJAN, 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.
16
institutions report holding both, of 83 holding any
ZJAN26.6% of its 13F dollars, 25.4% of its 63 holders
OCTU29.6% of its 13F dollars, 44.4% of its 36 holders
Largest institutions holding both
| Firm | ZJAN | OCTU |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.7M | $5.2M |
| Osaic Holdings, Inc. | $2.1M | $1.3M |
| Susquehanna International Group, LLP | $803K | $2.5M |
| Raymond James Financial Inc. | $1.7M | $411K |
| Cetera Investment Advisers | $1.3M | $709K |
| AE Wealth Management LLC | $561K | $1.5M |
| Cypress Wealth Services, LLC | $991K | $776K |
| Envestnet Asset Management Inc. | $1.3M | $324K |
| Kestra Advisory Services, LLC | $1.0M | $410K |
| Arax Advisory Partners | $307K | $797K |
| MML Investors Services, LLC | $578K | $386K |
| Farther Finance Advisors, LLC | $465K | $266K |
| HRT Financial LP | $223K | $257K |
| JPMorgan Chase & Co | $274K | $110K |
| IFP Advisors, Inc | $66K | $249K |
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: ZJAN institutional holders, OCTU institutional holders.
Frequently asked questions
Do institutions hold both ZJAN and OCTU?
16 Form 13F filers report positions in both, out of 83 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%.