ZJAN vs XOCT overlap
15 institutions report holding both ZJAN and XOCT.
ZJANXOCT
Pick 2 to 4 ETFs.
We don’t have holdings for ZJAN, XOCT. 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 91 holding any
ZJAN21.1% of its 13F dollars, 23.8% of its 63 holders
XOCT37.9% of its 13F dollars, 34.9% of its 43 holders
Largest institutions holding both
| Firm | ZJAN | XOCT |
|---|---|---|
| Envestnet Asset Management Inc. | $1.3M | $7.6M |
| Cetera Investment Advisers | $1.3M | $4.6M |
| Kestra Advisory Services, LLC | $1.0M | $2.7M |
| Osaic Holdings, Inc. | $2.1M | $1.1M |
| Commonwealth Equity Services, LLC | $1.7M | $814K |
| LPL Financial LLC | $1.2M | $395K |
| MML Investors Services, LLC | $578K | $573K |
| Harbour Investments, Inc. | $108K | $846K |
| AE Wealth Management LLC | $561K | $284K |
| Ashton Thomas Private Wealth, LLC | $33K | $543K |
| JPMorgan Chase & Co | $274K | $260K |
| Farther Finance Advisors, LLC | $465K | $13K |
| IMG Wealth Management, Inc. | $19K | $112K |
| IFP Advisors, Inc | $66K | $24K |
| Capital Investment Advisory Services, LLC | $3K | $57K |
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, XOCT institutional holders.
Frequently asked questions
Do institutions hold both ZJAN and XOCT?
15 Form 13F filers report positions in both, out of 91 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%.